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Startup and Small Plans

Welcome to Startup and Small Plans. These are start up to $3M plans. Below are three, free, ready to use pieces for each persona.

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Jim
(Baby Boomer)

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Robert
(Gen X)

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Kelly
(Millennial)

Use this content to start meaningful conversations with your prospects and clients and connect with them in the way they prefer to communicate.

If you find these materials helpful, explore our full Content Library filled with compliance approved, ready-to-use resources designed to engage your prospects and Centers of Influence.

CONTACT US

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Get In Touch

Quicklinks

401(k) Marketing, LLC

501 W Broadway
Suite 1070

San Diego, CA 92101

(619) 230 - 5464

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401(k) Marketing, LLC is not in the business of providing legal advice with respect to ERISA or any other applicable law. The materials and information do not constitute, and should not be relied upon as, legal advice. The materials are general in nature and intended for informational purposes only. All content, including any brochures or other materials designed for potential use with plan sponsors, fiduciaries, and plan participants, must be reviewed and approved by the compliance and legal department(s) of the Financial Professional and/or Third Party Administrators firm prior to any use to confirm that they meet the firm’s legal and compliance policies and standards. The Financial Professional, Third Party Administrator,  and his/her firm are solely responsible for the use of content and any materials included herein, and for ensuring that all services provided by the Financial Professional and Third Party Administrators conform to the firm’s legal and compliance policies and standards.

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