Marketing Compliantly in the 403(b) Marketplace
Many K-12 school districts have special rules or solicitation restrictions.
Developing clear, workable marketing for the 403(b) plan arena begins by getting familiar with this distinct market, building successful relationships, and partnering with National Life Group (“NLG”). 403(b) plans is the name for retirement plans that can be offered by non-profit institutions such as schools, hospitals, churches and municipalities. In this article, we are referring specifically to plans in Kindergarten through 12th grade (“K-12”) schools.