To Sell or Not to Sell...Employer Retirement Plans: The Financial Advisor's Roadmap to a Successful Retirement Plans Practice - Hardcover

Foster, Tom; Thompson, Todd

9781419593253: To Sell or Not to Sell...Employer Retirement Plans: The Financial Advisor's Roadmap to a Successful Retirement Plans Practice

Hardcover

ISBN 10: 1419593250 ISBN 13: 9781419593253

Publisher: Kaplan Publishing, 2007

To Sell or Not to Sell... Employer Retirement Plans is a “how-to” guide for financial advisors who sell or are interested in selling corporate retirement plans. If they already sell corporate retirement plans, it will help them sell more. If they do not currently sell corporate retirement plans, it will convince them why they should, and how they can get started.

The objective of this book is to alert financial advisors to the significant opportunities in selling corporate retirement plans and to provide them with a roadmap to building a successful retirement plans practice. The book’s co-authors, Tom Foster and Todd Thompson, both senior retirement plan sales professionals with The Hartford, together have approximately 45 years experience working with financial advisors to help them build their retirement plans practice. The book draws on the unique experiences, lessons learned and humorous anecdotes of the authors.

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About the Author:

E. Thomas Foster Jr., Esq., (Tom) is National Spokesperson for The Hartford’s corporate retirement plans business. Foster, who is an ERISA attorney, works directly with The Hartford’s financial advisor and plan sponsor clients to educate them on 401(k) plans and other qualified plan products. Tom travels extensively around the United States and has lectured to trade organizations such as LOMA (Life Office Management Association), SPARK (Society of Pension Administrators and Record Keepers) and the American Institute of Banking. He has also conducted a series of accredited legal, certified public accounting and financial planning seminars in 48 states. Tom has been quoted and/or published in trade and business journals such as Pensions & Investments, National Underwriter, Smart Money and Kiplinger’s Personal Finance. He has also appeared on Bloomberg Television.

Todd D. Thompson is a regional sales director for The Hartford’s corporate retirement plans division for the state of Wisconsin. In this position, he is responsible for sales and marketing of corporate retirement plans through key accounts, as well as developing marketing materials and seminars for use by the National Sales Force. Thompson also serves as spokesperson for The Hartford’s corporate retirement plans at national and regional meetings for broker-dealers, industry associations and corporate meetings.

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