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Retirement Learning Center

Retirement Learning Center. Partnership with Advisor Group. Wealth Management at Advisor Group. Retirement Learning Center. Main Components Group Retirement Plans IRA Rollovers Learn More! Retirement Learning Center will attend our QPSI events and present a brief introduction

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Retirement Learning Center

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  1. Retirement Learning Center Partnership with Advisor Group

  2. Wealth Management at Advisor Group

  3. Retirement Learning Center • Main Components • Group Retirement Plans • IRA Rollovers • Learn More! • Retirement Learning Center will attend our QPSI events and present a brief introduction • 2 webinars – June and August

  4. Retirement Learning Center (RLC)In Partnership with Advisor Group • RLC is excited to partner with Advisor Group to help advisors gather net new assets and grow their business through a new value-add program, RLC Direct. • Discounted subscription pricing for RLC Direct is available for advisors with all Advisor Group broker dealers.

  5. RLC Direct = YOUR DIFFERENTIATOR • RLC is a thought leader, and premier ERISA and IRA education and consulting firm in the retirement industry • Delivering over 180 years of combined retirement industry experience among our consultants • Helping advisors identify retirement sales opportunities • Providing intel and insights to acquire new client relationships and drive business • Helping advisors retain existing business • Generating leads that result in net new assets • Increasing productivity and growing revenue

  6. Suite of Services to Help Grow Business • Technical “Resource Desk” of credentialed and seasoned experts • Library of employer-specific retirement plan information • Premium business building tools to help retain existing clients and uncover new prospects • Timely intel to capitalize on money-in-motion opportunities • Strategic consulting services

  7. Clear Path to Gather Net New Assets Wealth Managers Plan Specialists Plan design consulting Plan analysis support to retain existing plans and win new business Merger/acquisition consulting Intelligence gathering to assist in winning new plans • Compliant rollover strategies using “Plan Snapshots” • Proven tactics to help clients maximize tax efficient retirement savings • Incorporating retirement plans into overall financial wellness discussions – we make it easier

  8. RLC’s Premium Asset Gathering Tools Plan Snapshot IRS Form 5500 Deep Dive Plan Document Forensic Analysis

  9. Get Started with RLC! • Sign up for your Business Building Subscription today! • Call 877-ASK-RLC1 (877-275-7521) • https://retirementlc.com/product/business-building-services/ • Special annual pricing of $2,000 per advisor (regularly $5,000 annually) • Use Code: AdvisorGroup to receive the discount • RLC Direct Business Building Subscription includes: • Unlimited access to the Resource Desk consultants • Unlimited access to Plan Snapshots • Access to RLC content (i.e., newsletter, In-The-Know communications, white papers, Cases of the Week) • Access to employer plan support tools (i.e., Form 5500 Deep Dives and Plan Document Forensic Analyses) • Copy of RLC’s award-winning book: Retirement Resource Guide

  10. Launch Strategy • Retirement Learning Center will attend our QPSI events and have a speaking slot at each event • A general announcement will be sent to all Retirement Plan advisors • 3 webinars – April, June and August • Retirement Learning Center will attend ConnectED; breakout session and booth Q&A

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