401(k) Advisors using TRAK have doubled and tripled their business, found unmanaged assets and increased deferrals. With TRAK, you’re in the driver’s seat, bringing retirement education directly to participants and motivating them to take action. Many participants make one-on-one appointments on the spot to get on track for retirement!
Watch this 5-minute presentation to learn how the Tools you get with TRAK can help you transform your participant meetings from boring to engaging.
“But what about my other accounts and assets?” When an advisor hears this question, TRAK makes it easy to transition to a one-on-one meeting, crafting a complete retirement plan including Social Security and other assets and accounts.
TRAK helps advisors discover unmanaged assets to roll into the retirement plan and win new plans.
Do you ever get questions about pension benefits, split annuities, or Social Security timing? TRAK has a unique set of tools to address these and other common retirement questions and scenarios.
Hear how other successful 401(k) advisors are using TRAK!
