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Client Service in a Box + Plan Compliance File Bundle

CLIENT SERVICE ($997) + PLAN COMPLIANCE FILE BUNDLE (50% off - only $498) : Price - $ 1495

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
PLUS: The Plan Compliance File Kit at 50% off that includes:
- Additional worksheets covering fiduciary, investment, service provider, participant, and plan admin compliance
- Physical Binder Graphics to Customize/Print
  - Cover
  - Spine
  - Section Introductions (Overview and Checklist of what to include)
- BONUS: Collect Leads Online with the Compliance File Checklist Complete Campaign (copy-and-paste text to use on your opt-in and thank you pages, and follow-up emails)
- BONUS: Plan Policy Pack (includes a set of six more plan policies / best practices)

Payment Amount:

$1,495.00

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