Plan Sponsor Meeting-in-a-Box
These materials are specifically designed to help educate plan sponsor committees about the PRO service in a simple, straightforward way.
Ready-To-Go Resources
"Introduction to PRO" Plan Sponsor Presentation
Available for the following Recordkeepers:
Customizable PRO Materials
If you prefer, we will happily provide a customized presentation with:
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Your Logo
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Plan Name
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Plan-Specific TDF Comparison
Supplemental Materials
Next Steps
Ready to introduce your client to the benefits PRO may provide to their plan? As a trusted advisor, you can choose how you would like to move forward:
Iโm ready to present to my plan: Go for it! Use the Ready-To-Go presentation of your choice or request customized pro materials to present.
Iโd like help preparing: Weโll happily support you! Contact your PRO representative below to receive a walk-through of the presentation materials.
Iโd like Fisher to present to my plan: No problem! Weโre experts in understanding what sponsors need to hear. Contact your PRO representative to coordinate.
Our PRO services team would love the opportunity to help you and your plans get great results in their retirement investing efforts. Please reach out if you have any questions or would like additional materials to help educate your clients regarding PRO's five-star approach to managed account services.
Thank you again for your interest in PRO. We look forward to speaking with you soon.
Your Fisher PRO Vice Presidents of Defined Contribution:
Inside Sales:
Client Services:
888-803-1621 | FisherPRO@fi.com
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