ABC's of Active401k Click Here
Where the Adviser’s High Touch
Meets High Tech.™
Active401k™ gives you the conduit to offer hands-on assistance with professional
portfolio management. Stay in control of the money and the relationship.
A Revolutionary Turnkey Program to:
Explode Your Book of Business Strengthen Your Client Relationships and Generate Referrals Immediately
Simply select which clients you'd like to invite to Active401k™.
Let your clients know that you're providing the service! We have email templates and marketing steps prepared to lead you and your staff through the simple process.
Your clients click through your invitation to complete their enrollment, including a risk tolerance survey powered by Riskalyze.
A private Advisor Dashboard helps you keep tabs on your client's 401k values and provides you the tools to stay on top of your pipeline of client 401k assets.
Resources to bring in new business for years to come.
Every Active401k™ adviser not only receives all of our online services but access to a growing library of marketing resources.
Learn how to:
- Add value to your current client’s through offering the 401k service
- Have one more tool in your arsenal to peak potential clients' interest.
- How to harness the Active401k message to attract potential clients via Radio, TV, Digital, etc..