Lead Magnets
Complete Campaign – Compliance File Checklist (PDF)
Complete Campaign – Plan Updates Checklist (PDF)
Complete Campaign – Provider Review Checklist (PDF)
Complete Campaign – Fiduciary Questionnaire (PDF)
Complete Campaign – 404c Checklist (PDF)
Complete Campaign – Sample IPS (PDF)
Plan Updates Review Checklist (Canva)
401k Plan Compliance File Checklist (Canva)
Am I A Fiduciary Questionnaire (Canva)
Plan Provider Review Checklist (Canva)
Committee Starter Kit Follow-Up Emails (MS Word)
IC Starter Kit Promotion Graphics (Canva)
Committee Starter Kit Opt-in Funnel (PDF/ClickFunnels)
Investment Committee Starter Kit (PDF/PPT/Canva)
Best Practices Social Media Graphics (Canva)
Best Practices Funnel (PDF/ClickFunnels)
