The marketing support you'll need

With Pentegra, you will have access to all of the information and materials you'll need to communicate the program's value proposition to your customers and prospects.

REGIONAL MARKETING DIRECTOR

Your Regional Marketing Director is a knowledgeable resource for helping you develop a marketing and lead generation plan for your organization. Your Regional Marketing Director will provide initial training to your staff and is available to accompany you to prospect meetings.

LEAD GENERATION THROUGH 401(K)EXCHANGE.COM

Using our prospect database, we will provide access to a national market of qualified retirement plans using any combination of over 50 different criteria. Our prospecting tools are designed to help you target only those segments of the market that are most likely to be interested in the products and services you offer. Once we've entered your custom criteria, we can generate a list of all plans that meet your specifications. We'll work with you to find targeted, qualified leads in your geographic region.

PROSPECTING LETTERS AND POSTCARDS

Use our prospecting letter to introduce a potential plan sponsor to the benefits of the program and ask key questions that get prospects to think about what they have, and more importantly, what they may be missing.

BROCHURES

Generate interest in the program with this overview of the program's benefits and features. Brochures can also be formatted as PDF files so that you can print them as needed and customized to add your organization's contact information and logo.

PROPOSALS

Our custom-designed proposals are developed specifically for your prospective clients and clearly illustrate the many benefits of the Pentegra 401(k) program. Your Regional Marketing Director will work with you to develop and generate proposals.

TRAINING SEMINARS

Our staff is available to conduct training seminars in retirement plan product knowledge, and other important topics for any member of your staff involved in the 401(k) presentation process.

POWERPOINT PRESENTATION

We've even put together a presentation to help you present the program. It highlights the program's value proposition, including plan services, recordkeeping, plan design and installation, investments, and plan communications.