"The materials The 401k Coach Program created are extremely useful. It would have cost us ten times more to create them ourselves."
~ E. Holder, 401k Coach® Member

Paychecks for Life Trifecta

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The Ultimate 401(k) Marketing Solution

Learn how the Paychecks for Life book will set you apart from the competition by creating interest and meaningful conversations with Plan Sponsors. By using Paychecks for Life, you can make an impact with plan sponsors and bring new clarity, confidence and capabilities to the management of their retirement plan and the future of the participants. 




Paychecks for Life
How to turn your 401k into a Paycheck Manufacturing Company

$10 ea. (plus shipping) ~ 100% Money Back Guarantee!
A flat rate of $98.49 is included in the price to cover shipping and handling costs
                                       Soft cover books only!
Being able to have the 'Paychecks for Life Conversation' is an opportunity to differentiate yourself from selling a commodity and demonstrate your enthusiasm for facilitating healthier retirement outcomes to your clients and prospects.


Create your Top 100 Best Fit Client ‘Wish List’
It may be time for a fresh look at the plans in your target market that are a good fit for you and your firm’s unique value. Partner with an expert database analytic service, ask your wholesaler for help and don’t forget to use our 5500 & Beyond tool to help you uncover plan disruptors and narrow in on prime marketing prospects.


Follow up
You have differentiated yourself by mailing/gifting the book, therefore you have created a warmer atmosphere for your follow up, an imperative step to the Trifecta success criteria. Whether you make the follow up calls yourself or partner with an appointment setting firm – following up in a timely manner will set the stage for a relationship building conversation and help get you in the door.


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