Schedule Success: Navigating Benefit Fairs, Orientations, and Meetings with the Present! Toolkit

Building relationships with employers is the essence of the 403(b) business. Creating a meaningful presence in districts and schools and establishing credibility over time is crucial to serving all prospects and growing your business. After all, being present gives you the opportunity to create a lasting presence! This toolkit will assist you in preparing and facilitating on-site meetings with school district employees. Using this comprehensive study guide will assist you in preparing for and executing your meeting game plan.