Balanced Opportunities
Available Materials
Select the pieces needed for your client rollout.
Printed Materials
Enrollment Brochure
Cat No 64529
Quantity:
Enrollment Flyer
Cat No 64535
Quantity:
Emails
Info Session Email
Cat No 103007
HTML / Salesforce
Outlook Template
Client Customization
Provide the following information to customize each piece for your client.
Client Information
Company/Employer Name
Plan Name
Street Address
City
State
ZIP
Plan Administrator
Full Name
Title
Phone
Plan Details
Eligibility Requirements
Loan Restrictions
Plan Vesting Breakdown
Years of Service
Vesting Percentage
1.
2.
3.
4.
100%
Distribution Details
Annual Fees and Contribution Limits
Pre-Tax Contribution Maximum
After-Tax Contribution Maximum
Employer Match
Admin Fee
Services Fee
Investment Services Fee
Available Investment Options
Fund 1
Ticker: ABC
Fund 2
Ticker: DEF
Fund 3
Ticker: GHI
Fund 4
Ticker: JKL
Fund 5
Ticker: MNO
Fund 6
Ticker: PQR
Fund 1
Ticker: ABC
Fund 2
Ticker: DEF
Fund 3
Ticker: GHI
Fund 4
Ticker: JKL
Fund 5
Ticker: MNO
Fund 6
Ticker: PQR
Fund 1
Ticker: ABC
Fund 2
Ticker: DEF
Fund 3
Ticker: GHI
Fund 4
Ticker: JKL
Fund 5
Ticker: MNO
Fund 6
Ticker: PQR
Indexed Annuity Details
Annuity Name
Annuity Description
Employee Education
Provide dates and times for webinars and onsite educational events.
Webinars
Link Address
Date
Time
1.
2.
3.
4.
On-Site
Location / Conference Room
Date
Time
1.
2.
3.
4.