TPSU® Plus Retirement Plan Marketing
TPSU Branded Membership | $549 per month
Nurture Leads, Boost Your Reputation & Showcase Your 401(k)
Experience with Retirement Plan Marketing
Give your advisory practice a boost by enhancing your brand awareness, nurturing leads and empowering your firm with a consistent marketing strategy to win more retirement plan business.
Have more time to accomplish business goals.
Ongoing Digital Content
Business Development Strategy
Weekly Social Media Posts
Ongoing Relationship Manager Support
For the advisor that wants to:
Market towards 401(k) plans
Get in front of the right plan sponsors and decision makers
Implement a consistent and scalable marketing program
Add value to business relationships and enhance client retention
Access to high-quality plan sponsor and participant content
Distribute compliance friendly and/or pre-approved content
Coordinate a marketing strategy that captures all of the different channels and is optimized for growth
What you'll get:
Ongoing Digital Content:
Compliance friendly marketing content specifically designed to make you STAND OUT as the "go-to" retirement plan advisor. The content includes newsletters, blog articles, infographics for plan sponsors and participants, videos and social media cards.
Weekly Social Media:
You will receive 5 social media posts each week that highlight breaking news and plan sponsor topics to help build a strong professional online reputation. These can be shared on your approved social media channels at the frequency you are most comfortable with (we suggest 3- 5 posts per week).
Marketing Strategy:
Receive a quarterly marketing strategy to create a consistent and scalable process using professionally developed content.
Relationship Manager:
Top-tier support from marketing professionals dedicated to helping you succeed.
Ongoing Support:
Monthly emails, webinars and calls to keep you updated and refreshed on marketing need-to-knows.
Additional Information
Copyright Information:
Any content created by 401(k) Marketing or Retirement Plan Marketing must retain the © 401(k) Marketing, LLC copyright, regardless of platform, file type or distribution manner.
Cancellation and Membership Policy:
When you become a member you are committing to the first quarter of Retirement Plan Marketing. After the initial three (3) month period, it is month to month and you may cancel or downgrade your membership selection. You may upgrade your membership at any time; however, you may be subject to a new contract length. All cancellations require 48-hour notice prior to your next bill date, to ensure you are not billed further.
Refunds:
Your satisfaction is very important to us. If you are not satisfied with the services, we will work collaboratively for your satisfaction. However, no refunds will be granted.
For more information, contact Rebecca Hourihan at [email protected].
