Team Approach

Regional Sales Director

  • Provides retirement plan analysis and strategy
  • Offers industry and product expertise

Internal Wholesaler

  • Provides sales support for proposals, pricing scenarios and prospecting
  • Acts as your go-to person for product information

Relationship Manager

  • Provides guidance and customer support for plan sponsors
  • Helps streamline plan administration
  • Provides participant education assistance
  • Conducts on-site plan reviews as needed

Participant Engagement Specialist

  • Facilitates retirement plan enrollment and education meetings
  • Conducts Imagine Retirement RightSM workshop, featuring a unique, patent-pending process

New Business Consultant

  • Helps plan sponsors establish and onboard their plan
  • Identifies each party’s responsibilities and keeps the team on schedule
  • Facilitates a clean and accurate conversion of employee and payroll data
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A Dedicated Sales Team is Ready to Help