September 7, 2023
The Present! Toolkit Is More Robust Than Ever!
Develop meaningful connections with clients and prospects using the Present! Toolkit.
Ultimately, the 403(b) business is a matter of building relationships with employers. A successful strategy to serve all prospects involves creating a meaningful presence within districts and schools and establishing credibility over time. After all, being present creates a presence! This Toolkit will help you prepare for and facilitate on-site meetings with K-12 school district employees. Use this comprehensive study guide to help you prep and execute your meeting game plan.
Within approved school districts, learn how to initiate and lead hands-on:
Benefit Fairs, New Hire Orientation and Faculty/In-service Meetings
School tools to make your presence felt!
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.
