Virtual Enrollment. One of the greatest challenges in building a successful retirement program is the enrollment process. Getting all eligible participants together for a meeting can be a daunting, if not impossible task. Essential Investment Strategies virtual enrollment feature offers a remedy for the constant struggle to help ensure all eligible participants in a 401K plan are able to receive thorough instructions for completing the enrollment process. This new virtual enrollment process contains 3 basic components and is designed for those eligible employees who can not attend an enrollment meeting. It can also be used by those who do not feel the immediate need for the entire educational program.
Danny Streiff is the instructor for the program and has six years experience teaching investment education. Participants are usually being inundated at enrollment with literature and materials that primarily focus on what to invest in; states Danny. This new feature allows clear, independent, step-by-step directions and information so all eligible employees can feel comfortable and confident with the enrollment process; explains Danny Streiff.
Lead Creation Opportunities Beyond 401K. Essential Investment Strategies not only provides the tools that participants need but it also offers functionality within the program that allows service providers and advisors easy access to sales leads. ICC Plan Solutions utilizes their technology to uncover powerful cross selling channels leveraging online, video and hardcopy offerings. Leads can be generated for a wide variety of financial products and services from plan participants who are completing the Essential Investment Strategies program.
ICC Plan Solutions is an industry leader providing investment education programs to retirement plan participants in an effort to help them prepare better financially for their retirement. A demo of both new features can be viewed by going to iccplansolutions web site.