Browsing Tag
401(k) Sales Strategies
45 posts
Top 10 ‘Toxic’ Phrases to Avoid When Discussing Alternative Investments With Clients: Invesco
It’s all about how you say it. A recent survey from Invesco shows that investors don’t react well…
Franklin Templeton Set Sights on Millennials with Latest Target-Date Fund Offerings
Get ‘em while they’re young. Franklin Templeton Investments recently announced the expansion of its retirement target fund lineup…
LifeLock Introduces 401(k) Theft Protection for the Workplace
LifeLock recently announced its newest product, LifeLock Benefit Elite identity theft protection, which it created specifically for employers…
Latinos Least Likely to Have a 401(k) in California
Newsflash for retirement plan advisors who target the Hispanic marketplace. Latinos in California are the least likely to…
Why the 401(k) Opportunity is so Big for Advisors
A recent study from the Schwartz Center for Economic Policy Analysis at The New School titled “Are U.S.…