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Investment Committee in a Box Toolkit - Payment Plan Option
PRICE: 3 Payments of $230 (total = $690)
With the Investment Committee in a Box Complete Kit, you can help plan sponsors set up and run an effective committee, add more value to the plans you already manage, and even offer a new service or project work...
Includes:
- BONUS: 18 Page Committee Starter Kit to use as a giveaway on your website or on social media (or in person) Complete Lead Magnet (Freebie) Package:
- 2 Opt-In Webpage Templates so prospects can sign up for your giveaway – copy the design to your own site or use the done-for-you Clickfunnels template (subscription required to use Clickfunnels software)
- 9 Social Media Graphics (in 4 sizes) to Promote Your Freebie
- 7 Opt-in Follow-up Emails to send after someone signs up for the Committee Starter Kit
- BONUS: Marketing One-Sheet (to promote your Committee set-up services)
- 25-Page Presentation Packet (to walk a client through the forms and your services)
- 35-Page Presentation Slide Deck (if you prefer a video/webinar/slide presentation delivery of the material)
- Service & Pricing Proposal (for what you might charge to assist with committee setup and support)
- Conflict of Interest Education Piece (because it’s important 😉 )
- Individual Committee Document Templates Include:
- Plan Fiduciary Worksheet version 1
- Plan Fiduciary Worksheet version 2
- Investment Policy Statement Template
- Conflict of Interest Policy Template
- Trustee Appointment Letter Template
- Trustee Acceptance Letter Template
- Committee Meeting Minutes Template
- Committee Agenda Template
- Sample Committee Quarterly Topic Add-Ons
- Committee Meeting Planning Checklist
- Committee Meeting Planning Worksheet
- Committee Appointment Letter Template
- Committee Acceptance Letter Template
- Committee Resignation Letter Template
- Recommended Reading Form for Fiduciaries
- Code of Ethics Template
- Committee Charter (Bylaws) Template
Have you considered joining the 401k QB Program?
As a 401k QB, you get this kit, along with 5 other full kits, additional kits as they become available, 1-on-1 coaching, direct access to me anytime you have questions, free access to the training programs released on this site, and tons of other bonuses... Click here to learn more.
Payment Amount:
$230.00
