Now you can reach. new heights. with... Retirement Plan Sales & Service Guide. AdvisorEdge Consultant: k, option 3

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1 Now you can reach new heights with... Retirement Plan Sales & Service Guide AdvisorEdge Consultant: k, option 3

2 Get the Edge on Your Competition What is AdvisorEdge? Benefit Consultants Group has developed an innovative, turnkey retirement plan sales and service program for financial professionals. With AdvisorEdge, you can take your practice to the next level in efficiency, productivity and profitability. This all-inclusive program will help to reduce your administrative burden, gain access to valuable expertise and provide easy-to-use tools and resources. Grow Your Business With AdvisorEdge, you can tap into the expertise of our proactive sales and service teams, all of whom have the experience to help your practice thrive. AdvisorEdge will help you express your full value to potential new clients, and deliver a robust on-going service model to exceed the expectations of your existing clients. Pre-sale n Training and education n Provide sales leads n Prospecting tools n Marketing materials Sales Support n Plan design solutions n Consultation expertise n Point-of-sales support n Sales meeting planning n Xpress proposal service Post-sale n Personal plan account manager n Customized plan account administration review n Educational opportunities Providing Proven Solutions and Support to Help You Win and Retain More Business Marketing Materials Our ready-to-go materials quickly and easily promote your expertise in the retirement plan marketplace and help you win more business. Plan Management Tools Providing best-in-class tools and best practice approaches to consistently deliver a top-notch consultative experience. Sales Support Let our experienced sales team provide industry best consulting expertise and a proven sales process to turn more opportunities into long-term clients. Prospecting Tools Our tools are specifically designed to support your growth and offer great ways to get in front of new potential clients. Consulting Services Our experts will provide innovative ways of designing, enhancing and growing a successful retirement plan. Education & Training Take advantage of our informative newsletters, regulatory updates and white papers. Participate in our webinars, seminars and BCG University classes, all developed to better prepare you as an industry expert.

3 Support You Can Count On AdvisorEdge is a game changer for advisors looking for a complete array of powerful tools and time-tested strategies right at their fingertips. Whether you re looking into a new retirement plan for your client, or discussing taking over their existing plan leverage our expertise to gain a competitive advantage. Experience AdvisorEdge today! Get Rewarded For Partnering With Us! Concierge Club Reward Program Join our exclusive reward program that provides you with all the resources you ll need to grow your retirement plan business! It s easy to qualify. Simply place one new plan with BCG to enroll in the program. Once enrolled, you ll earn rewards equal to 50% of the implementation fee of any additional plans sold within a 12-month period. Call today to learn more about our rewards program. AdvisorEdge Consultant: k, option 3

4 Why You Should Use AdvisorEdge! Our team is dedicated to your success. Our goal is to enhance efficiency and profitability of your practice, and, most importantly build stronger relationships with your clients. Our sales team will provide guidance on the effective use and positioning of products and services, leveraging BCG s technology to increase efficiency and productivity, as well as help you improve your clients overall experience. Our team of professionals provide strong consultative sales skills and the ability to support all your objectives. n Help to identify retirement plan opportunities n Provide customized sales letters, talking points and forms n Create custom proposals for your new prospects n Develop strategies for sales meetings n Assist in completion of paperwork to set-up a plan n Conduct plan reviews to uncover ways to improve a plan Differentiate Yourself From Your Competitors Prospecting / Sales Resources Prospecting letters and talking points to differentiate you and your practice. What s Included: n Letters, mailers and talking points n Powerpoint templates n Prospect lists n Sales tools n Brandable marketing pieces n Sales slicks Discovery Resources Provides innovative tools for gathering information and insight into your prospective clients needs and wants. What s Included : n Discovery guide n 401(k) X-ray analysis n 401(k) responsibilities checklist Plan Management Tools Use these valuable tools to mutually agree on timelines, deliverables and priorities. Employ best-in-class tools and practice management approaches to each and every one of your plans. What s Included: n Education materials n Sponsor meeting minutes template n Investment policy statement (IPS) n Education policy statement (EPS) n Meeting agenda templates n Compliance calendar n Annual service template

5 Guarantee a Greater Marketshare Improve your retirement plan sales success through our proven sales process and extensive support. Wholesale Support Our Sales Directors and Advisor Consultants are solely responsible to help you win more business. From fact-finding discovery meetings, to point-of-sale presentations and beyond. n Discovery meetings n Plan analysis n Point-of-sale meetings n Holding training seminars with you and your clients n Education and enrollment support Consulting Expertise Allow BCG consultants to enhance the solutions you present to your prospective clients. Differentiate yourself from your competition by utilizing our Plan Consultants throughout the sales process. n Plan design n Consultation n Plan best practices AdvisorEdge Support Desk Assistance Get real-time advisor support through our advisor consultant support center staffed by retirement plan professionals that offer a wealth of practical knowledge. n Retirement program design n Sales support n Xpress proposal service n 401(k) X-Ray analysis Resources to Deepen Your Client Relationships Learn how to properly nurture and retain your clients through a combination of personal skills, supporting structures and processes so your business will flourish. We will provide the necessary resources to advance customer relationships, which ensures retention and increased revenue opportunities. You can use these resources to constantly reinforce the value of having you as their retirement professional. Our Plan Account Management team will help you and your client proactively manage the plan and maximize the value of our services. You ll also have easy access to a wide variety of ongoing education and training services, available to you and your clients, to keep everyone informed and actively involved in the plan. Our team will provide you with information on industry best practices, as well as: n A designated PAM to coordinate your support services n Access to our Employee X-ray, which includes detailed information about participants in your plan(s), enabling you to take advantage of additional service opportunities n Proactive support in the form of awareness calls, letters, newsletters and alerts n Providing a customized annual plan administration review n Priority response to ensure client satisfaction n Access to alerts, webinars, seminars and white papers n BCG University training classes and video library Marketing Materials Our marketing materials and sales literature were created to assist you in your sales efforts. Our sales tools will provide you with valuable talking points and insight for managing new opportunities. n Prospecting tools n Current market trends and sales strategies n Forms, letters and talking points Contact Us Today! k, option 3 advisoredge@bcgbenefits.com bcgbenefits.com/advisor-edge

6 k, option 3 advisoredge@bcgbenefits.com bcgbenefits.com/advisor-edge