Checkout

Item in Your Cart:

Client Service in a Box Complete Kit

PRICE: One time payment of $997

A complete service process that provides a set of documents that allow you to add tremendous value, systematize your service process, and simplify your business.

Client Service in a Box Playbook (walking you step-by-step through how to use this template kit)
Onboarding Packet for New Clients
Turnkey Quarterly Packets:
- 60+ Individual Documents Included Across all Kits Covering the Following Key Areas:
  - Fiduciary
  - Investment
  - Plan Provider
  - Participant
  - Plan Administration
- Includes:
  - Agendas
  - Emails
  - Fact Sheets
  - Education Guides
  - and more...
Annual Review Packet
BONUS: Unique Process Training and Editable Graphics

LIMITED OFFER - ADD ON the Plan Compliance File in a Box Complete Kit for 50% OFF (SAVE $498!)
Want to demonstrate even more value in sales situations and close any potential gaps in your own book of business.... Add access to the Compliance File in a Box as well (and save 50%) that includes a robust audit file, physical binder graphics, additional compliance documents, and more... Click here to learn more.

Payment Amount:

$997.00

***IMPORTANT: If you already have an account - please log in first them come back to this page to avoid creating a duplicate account.*** If you do not have a login for this site, please fill out the form below to register and complete the checkout process:

First Name:* First Name Required

Last Name:* Last Name Required

Address Line 1: Address Line 1 is not valid

Address Line 2: Address Line 2 is not valid

City: City is not valid

Country: Country is not valid