To Sell or Not to Sell...Employer Retirement Plans: The Financial Advisor's Roadmap to a Successful Retirement Plans Practice

To Sell or Not to Sell... Employer Retirement Plans is a “how-to” guide for financial advisors who sell or are interested in selling corporate retirement plans. If they already sell corporate retirement plans, it will help them sell more. If they do not currently sell corporate retirement plans, it will convince them why they should, and how they can get started.

The objective of this book is to alert financial advisors to the significant opportunities in selling corporate retirement plans and to provide them with a roadmap to building a successful retirement plans practice. The book’s co-authors, Tom Foster and Todd Thompson, both senior retirement plan sales professionals with The Hartford, together have approximately 45 years experience working with financial advisors to help them build their retirement plans practice. The book draws on the unique experiences, lessons learned and humorous anecdotes of the authors.