penservco

Marketing andSales Supportfor Brokers

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Visit Benservco For Your Group or Individual Health Insurance Needs

PENSERVCO actively markets and promotes the sale of 401(k)s and other related retirement plans on behalf of sponsored Brokers. We provide pre-sales support to assist Brokers in acquiring new clients and after sales support to build client satisfaction.

There are thousands of employers that do not have a retirement plan in place for their employees, as well as hundreds that have an existing plan and are considering a change in plan structure. We support Brokers in their efforts to contact these employers, and to present a retirement plan proposal (for a new or amended plan).

• Provide viable sales leads • Evaluate and design a plan structure for Broker's client • Provide competitive, custom designed proposals• Support Broker's Financial Institution Investment plan • Provide waiver certificates on plan set-up fees

• Provide plan technical support during a sales presentation • Provide affordable (TPA) plan administration fees • Coordinate plan setup at preferred investment institution• Assist Broker with plan participant enrollment• Provide Broker with after sale client support in plan administration

We look forward to working with you ---- PENSERVCO Sales and Marketing Team

BENSERVCO

Support Services

Our strategy is to assist Brokers in the submittal of plan proposals (comparative illustrations) and to provide support (before, during and after) their sales presentation. We offer valuable support in a number of essential areas:

Marketing and Sales