We have long maintained that a dedicated financial advisor is a key part of any successful 401(k) plan. We take great pride in the success we have achieved with our clients due to our advisor partners.

To help our partners be as successful as they can, we offer to our advisor partners the

Whether you are new to the retirement plan industry or a seasoned pro, the workshop will help you be more effective and successful. This structured marketing program helps you identify the prospects you want to get in front of and help you close more profitable business.

The workshop was developed by Mr. Chris Barlow who has over 30 years serving the retirement plan industry. He created the workshop to share his vast experience in marketing and servicing retirement plan clients.

What is in the Workshop?

  • 14 video segments, all personally presented by Chris.
  • A 7-step plan to help you close more business.
  • 6 E-Tools to enhance your marketing and serve processes.

You also get personalized help from Chris and from Lee Jennings. If you have a question or need help with a particular client matter, Chris and Lee are only an email or phone call away.

Lee Jennings has the exclusive license to offer you the 401(k) Sales Champion in Illinois, north of Springfield, and in Northwest Indiana. This means that if you work in the northern areas of Illinois or Indiana, you have the opportunity to use the workshop in your business.

The cost to you for the workshop is your time and dedication to success. Chris and Lee want to invest in your business and help you be more successful.

If you are committed to building your retirement plan business and servicing it more profitably, you owe it to yourself to contact Lee Jennings and get started today.

Lee can be reached at (630) 802-7644. Or you can email Lee by clicking the link below.

Ask how we can assist you.

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