SALES SUPPORT
The key to growing our business is our willingness to help grow yours. We provide valuable support to help you win the business.
- Commissions, 12b-1 fees, and finder's fees are paid from mutual fund companies directly to broker/dealer
- Customized proposal generation services
- Plan contribution modeling and illustration support
- Plan design consulting
- National sales staff
- Sales presentation support
- Flexible asset capabilities including Real Estate, Insurance, "legacy" assets, and access to over 4,000
mutual funds (with custom pricing)
- Flexible compensation/pricing including fixed advisory fees, wrap fees
- Automated IRA rollover program
ASSET SELECTION
The underlying assets continue to be an important element of any retirement plan. Fund selection flexibility and asset class diversification are easy with Leggette because we offer:
- NAV pricing
- Custom Lifestyle funds and model portfolios
- Unitization of company stock and individually managed portfolios
- Ability to service plans with insurance, real estate, and other "legacy" assets
- Extensive Self-Directed brokerage account options
PARTICIPANT COMMUNICATIONS
Offering a wide array of informational services to assist the participant in making important retirement decisions has become one of the leading demands on plans today. Leggette meets the need.
- Personalized enrollment materials
- Internet account management including loan modeling, distributions, fund trades, deferral elections
- Content-rich Quarterly Account statements
- Quarterly Newsletters
- 24/7 automated voice response system with live call center during business hours
- Online enrollment
- Web-cast enrollment meetings
- Availability of online investment guidance using plan investment options
- Web tools including IRA, retirement savings, and tax-deferred growth calculators
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