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To Sell or Not to Sell…Employer Retirement Plans: The Financial Advisor’s Roadmap to a Successful Retirement Plans Practice

July 30, 2008

To Sell or Not to Sell…Employer Retirement Plans: The Financial Advisor’s Roadmap to a Successful Retirement Plans Practice To Sell or Not to Sell… Employer Retirement Plans is a “how-to” guide for financial advisors who sell or are interested in selling corporate retirement plans. If they already sell corporate retirement plans, it will help them sell more. If they do not currently sell corporate retirement plans, it will convince them why they should, and how they can get started.

The objective of this book is to alert financial advisors to the significant opportunities in selling corporate retirement plans and to provide them with a roadmap to building a successful retirement plans practice. The book’s co-authors, Tom Foster and Todd Thompson, both senior retirement plan sales professionals with The Hartford, together have approximately 45 years experience working with financial advisors to help them build their retirement plans practice. The book draws on the unique experiences, lessons learned and humorous anecdotes of the authors.


Customer Review: Reasons to Sell Retirement Plans
I felt the book was well written, but the title did not fit the content. The book focused entirely on why you should sell retirement plans. There were no counter agruements. This book could be viewed as a starting point for someone with ZERO 401k/retirement plan experiance. You will still need a great deal more knowledge before you can begin selling retirement plans.

Written by admin · Filed Under Retirement products