July 18, 2024
Schedule Success: Navigating Benefit Fairs, Orientations, and Meetings with the Present! Toolkit
A+ strategies for attracting back to school clients.
Building relationships with employers is the essence of the 403(b) business. Creating a meaningful presence in districts and schools and establishing credibility over time is crucial to serving all prospects and growing your business. After all, being present gives you the opportunity to create a lasting presence! This toolkit will assist you in preparing and facilitating on-site meetings with school district employees. Using this comprehensive study guide will assist you in preparing for and executing your meeting game plan.
Within approved school districts, initiate and lead hands-on:
Benefit Fairs, New Hire Orientation and Faculty/In-service Meetings
Discovering a fresh and interactive strategy can unlock additional opportunities for bonuses.
When you open a new or reactivate a dormant 403(b) or 457(b) plan, you may be eligible to participate in National Life’s Slot Bonus Program which compensates you for prolonged, consistent application submissions over time.
In addition to your regular comp, this payment schedule is an example of how slot bonus participation could pay off.
For a plan with 2,000 employees, maximum payouts are:
$2,000
+ $3,000
+ $4,000
+ $6,000
= $15,000
initial bonus
year 1 bonus from meeting production
year 2 bonus from meeting production
year 3 bonus from meeting production
TOTAL slot bonus potential from this one plan!
To participate, the Slot Bonus Request Form must be completed and submitted prior to submitting the first application.
Boost your Bottom Line with the Premium Increase Program (PIP)
PIP rewards you for helping your clients achieve their retirement goals by increasing ongoing annuity contributions.
Don’t forget to check in with your existing clients this summer in order to determine if a premium increase would be beneficial to them.
For more information on our Premium Increase Program, how it directly benefits you and for helpful materials to discuss with your clients, here is an easy-to-understand PIP eKit.
Premium Increase Program (PIP) Rules
General reminder: You must be approved to market to a school or district by both National Life’s Retirement Services team and the school/district itself. All marketing you use in a National Life school slot requires our compliance approval, even if the marketing does not mention National Life. Note that email marketing to school addresses is especially sensitive and must have both compliance and school prior approval.
