Helping You Stay Ahead
To say that the recession hasn't been kind to the retirement market is an understatement. But in a year when many retirement plan providers have experienced a drop in sales, RMS has seen a 13 percent increase with Mutual of Omaha's product. What's our secret to success? The answer is simple – it's you.
Your hard work and dedication over the past year has been incredible. The increase in proposal and sales activity during a particularly tumultuous market climate has enabled us to continue offering the most robust line-up of products and services available in the industry. So this year, instead of asking you to make a New Year’s resolution to sell more, we're making one to you. In 2010, we will continue supporting you and your sales efforts to help you significantly grow your business.
Our Pledge to You
- Offer flexible pricing and commissions to help you close more sales
- Make the buying decision easier for your clients by providing a side-by-side competitive analysis of each product option
- Create and deliver personalized proposals for each case
- Help you with finalist presentations*
- Provide expert plan design consulting to help you customize plans to fit the unique needs of each client
- Give you more confidence in each client interaction by bringing our years of technical expertise to the table
- Provide personal conversion and installation support, including completing all necessary paperwork
- Offer customized enrollment materials and conduct enrollment meetings *
- Help participants have a better chance at reaching their goals through Stadion’s managed account services
- Help plan sponsors with the investment selection and ongoing fund monitoring process
- Provide quarterly fund performance reports and customized annual plan reviews
Again, thank you for your outstanding efforts in 2009. We look forward to helping your business to further soar in 2010.
* Applicable on plans with $1 million or more in assets.
