The firm believes that when it comes to marketing, 401(k) advisors need help. To support advisors, the team at 401(k) Marketing created Retirement Plan Marketing in a Box, a dynamic marketing portal developed to give advisors access to beautifully designed, professionally written, and compliance friendly 401(k) marketing content to build a trusted reputation as a retirement plan expert.
Retirement advisors not only need content to promote their business, but specialized 401(k) content. Additionally, they need a solution for creating engaging content that does not take away from productivity and valued time. Retirement Plan Marketing in a Box provides a solution for retirement advisors to download and customize specialized 401(k) content and distribute to their social media channels, websites, and contact lists.
All content is plan sponsor facing and includes newsletters, videos, blog articles, infographics, and more. Your monthly subscription allows access to quarterly refreshed content as well as an archive of additional content including contributions limits, compliance calendars, case study templates, fully scripted webinars, and more.
Each piece of content available through the marketing portal has been compliance reviewed and for certain broker/dealers, the content is pre-approved. As the quarterly content is refreshed, we partner with Home Office Compliance Teams to review and approve for ease of use and implementation. Tracking numbers are provided once you are subscribed.
Rebecca Hourihan, founder and CMO of 401(k) Marketing said it best, “Marketing is a journey, and the key to a successful journey is consistency. But without the correct tools and resources, consistency becomes difficult and the lack of marketing provides causes a disconnect between the advisor and their audience. Retirement Plan Marketing in a Box helps solve this common problem for the advisor. We’re excited to provide this valuable resource to retirement advisors.”
You can read and review all the details of the new marketing portal at Retirement Plan Marketing in a Box.
Retirement Plan Marketing in a Box