Employer Connect
As a financial advisor focused on retirement plans, you know that discussing rules and regs and technical jargon often gets in the way of talking about how plans work and how you approach plan design to meet different personal and business goals. That’s why we created Employer Connect.
This series of 22 custom-branded, FINRA-reviewed* videos quickly introduce retirement plan topics in a way that every business owner will understand and appreciate. And each video encourages a discussion with you, their expert trusted advisor.
Quickly Introduce Retirement Plan Topics.
* FINRA does not endorse content. FINRA has reviewed and provided a letter for each of the scripts and videos in this series. Copies of the letters are available upon request.
What’s Included?
What Does It Cost?
Make It Actionable
What’s Included?
You get the entire 22-video library, including:
What Does It Cost?
An Employer Connect Subscription is a very cost-effective way to deliver outstanding, custom-branded content.
Make It Actionable
Glossaries tell you what things mean. Employer Connect Videos tell your clients why each topic matters and what it means – to them. And we’ve made it easy to incorporate them as essential components of your educational and brand outreach.
Do you have questions or wish to learn more about Employer Connect?
Contact us at (904) 565-2959 or