CONSULTING SERVICES
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Our book may be customized for your employee group or worksite marketing organization and for individual employee trainers and financial services agents. Ask us how.
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We offer the following services for employee groups, member groups, worksite marketing companies, unions, banks, associations, credit unions, insurance companies, broker dealers, financial service agents and other organizations.
How companies may use our educational book:
• Purchase licensing/printing rights
• Purchase copies of our book for distribution
• Customize pages in the book using GBC or workbook version
• Securities representatives may offer book to employers and insert approved
material.
• Use our book to add group retirement planning as a new employee benefit.
Volume discounts are available. Would you like to order a copy of our book? Click here for the order form.
Complimentary services available:
• Leadership train-the-trainer consulting.
• Speaker available on marketing retirement planning.
• Speaker or leadership training available for employee groups.
• Employee staff training on use of our book to reduce staff workload.
• Add "Financial Learning Center"
web site 24/7 access to self-serve information.
• Offer our (EAFP) Employee
Assistance Financial
Program for individual questions
• Leadership training to launch an employee run "Money
Club" or "Women &
Money Club".
Other Consulting Services Available.
