“I have sold 3 Agreements, each for $500, within 1 month of purchasing The 401k Coach ERISA Plan Fiduciary Indemnification System™. One of them helped me land a startup plan that will flow $400,000 per year and the other two helped me retain both an $18 Million Plan and a $5 Million Plan."
~ G. Wernette, 401k Coach® Member

March 2010

Charlie Epstein: Named One of 401kWire’s Most Influential People In the 401(k) Industry Four Years In A Row

March 4, 2010 (comments: 0) | add a comment >

Charlie Epstein Founder, The 401k Coach “Wears at least three retirement industry hats. … But it is Epstein’s third hat, the 401k Coach program, that makes him practically unique in the industry and makes him a staple ad industry conferences. Epstein trains advisors, TPAs and wholesalers on the ins and outs of dealing successfully with plan sponsors and meeting participants’ needs. He teaches sales strategies, presentation techniques and much more. … Watch for more and more advisors to turn to Epstein.”

read more >