TPA Forum Enrollment & BBW Steven Dunlap Regional V. P. – Central Region The Ritz-Carlton, South Beach, Miami • June 6 - 8, 2005
Why Education is Important! Transamerica TPA Forum • Transamerica Retirement Services 2
No more Enrollment Seminars! Our Workshop based system for enrolling and educating employees is revolutionary! § 100% results oriented! § Employees will leave with answers! § Not additional questions! Transamerica TPA Forum • Transamerica Retirement Services 3
“Simple Solutions Workshop” § On-Site Enrollment Services § Retirement program specialists § Custom Enrollment Kit § Retirement. A journey made simple. SM Kit § Simple Solutions Workbook. SM § Investment Options Made Simple Performance Overview § Simple Solutions Calculator. SM* § Fund Profiles § Enrollment Forms Transamerica TPA Forum • Transamerica Retirement Services 4
Some Additional Tools and Resources §Online Enrollment §Account Rebalancing and §Automated Periodic Dollar Cost Averaging Transfers §Monthly / Quarterly / Semi-annually / Annually §Trans. Direct® §Toll-Free Access §TA-Retirement. com §Fully Transactional Transamerica TPA Forum • Transamerica Retirement Services 5
§No Cost §Scaleable Complexity §Lauded by such publications as: §Business Week §Money Magazine §Yahoo Internet Life Transamerica TPA Forum • Transamerica Retirement Services 6
Scaleable Complexity “What if” Modeling Financial Lifetime Transamerica TPA Forum • Transamerica Retirement Services 7
Retirement Planning Assessment Tool Annual financial check-up! How am I currently investing? How am I currently saving? Will I get there? What changes can I make? Transamerica TPA Forum • Transamerica Retirement Services 8
And if Your Employees Need More! Investment Seminars § “Investments Made Simple” § “The Economy Made Simple” • Including The Quarterly Review Module §Designed to: • Educate employees on topics that affect their 401(k) • Expand Participant understanding of the world of investing • Empower Participants to take a more active roll • Build confidence and motivate Participants Transamerica TPA Forum • Transamerica Retirement Services 9
Our Educational Program Is it Effective? YTD Results: §Response to our survey ü 60% of those surveyed! §Results of our survey ü 97% Said Excellent/Very Good! Transamerica TPA Forum • Transamerica Retirement Services 10
Building A Business Together Business Building Workshop § Co-Branded Workshop § Invitations § Power. Point Presentation § Workbooks § Organizational Support Transamerica TPA Forum • Transamerica Retirement Services 11
Building A Business Together Business Building Workshop is Designed to: § Help You and TRS Jointly Develop a Broker Base § Help brokers find/refine their sales/service model § Help brokers build a prospecting system § Build You and TRS into broker’s business model Transamerica TPA Forum • Transamerica Retirement Services 12
The Business Building Workshop “Your Firm’s Name Here” and Transamerica Retirement Services Presenters: Jane Smith, Vice President – Local Third Party Administrators Stig Nybo, Consultant - Transamerica Retirement Services 13
Business Building For Keeps Objective: ü Introduction to the workshop and some basic Concepts Workbook Page 3 14
401(k) Vision Objective: ü Build a basic Vision for your 401(k) Business Workbook Page 5 15
The 401(k) Value Proposition Objectives: ü Understand what is of value to a prospect ü Clearly define your value Workbook Page 10 16
Identify your Target Client Objective: ü Identify prospects/prospect groups that may be attractive or where you may have an inherent advantage Workbook Page 23 17
Where’s the Client? Objective: ü Develop Techniques to ensure a Steady Stream of Prospects Workbook Page 26 18
Creative Prospecting Objective: ü Explore some basic prospecting techniques ü Outline a basic plan to implement upon your return Workbook Page 30 19
Prospect Tracking Objective: ü Selecting you Database for Prospect Tracking Workbook Page 38 20
The Approach Workbook Page 39 21
Communicating Your Value Workbook Page 43 22
Creating Accountability Workbook Page 53 23
The Ritz-Carlton, South Beach, Miami • June 6 - 8, 2005
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