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9/19/2017
1
© 2017 Retire Ready SolutionsTM
Edward T. DresselPresident, Retire Ready Solutions
Increasing AUM and Client
Satisfaction through
Retirement Readiness
Education
© 2017 Retire Ready SolutionsTM
Industry
Challenges
Improve Outcomes
Education
Engagement
© 2017 Retire Ready SolutionsTM
9/19/2017
2
© 2017 Retire Ready SolutionsTM
Engagement Process
Connect1
Internalize
2
Initiate 3
© 2017 Retire Ready SolutionsTM
401(k) Engagement Solutions
Group
• Retirement Needs Analysis
• Contribution Analysis
• Participant Benchmark
Individual
• Retirement Needs Analysis
…and over 20 more!
© 2017 Retire Ready SolutionsTM
Group
Retirement
Needs
Analysis
Two Key Objections:
1) Increase is too much
2) Have outside assets
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© 2017 Retire Ready SolutionsTM
Connect
Internalize
Create Action
Solution 1
Contribution
Analysis
© 2017 Retire Ready SolutionsTM
Solution 2
One-on-One
Retirement
Analysis
Quick (5-10 min)
Integrate Outside Assets
600+ Public Pension Plans
More Complicated Analysis
© 2017 Retire Ready SolutionsTM
TRAK
answers
client
centric
questions
Can I retire?
At what age?
How does it impact my take home pay?
Impact of inflation?
What is my longevity risk?
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© 2017 Retire Ready SolutionsTM
How we
help
advisors
succeed
Better engagement
Improved client retention
Deliver value
Advisor owns data and process
Independent
Increased AUM
© 2017 Retire Ready SolutionsTM
Other Solutions
• Strategic Social Security
• Paycheck Analysis
• Roth Conversion
• 72(t)
• Interest Calculator
• RMD
• Product Comparison
• Tax Deferral Illustration
• Debt Analysis
• Life Insurance Analysis
• Stretch IRA
• Asset Allocation
• Pension Max.
• Internal Rate of Return
• College Funding
• Split Annuity
• 401(k) Solutions
• Database
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© 2017 Retire Ready SolutionsTM
“All of our top
advisors use TRAK.”
Richard Ford
Senior Vice President of Marketing
PlanMember Securities Corporation
(BD with 500+ advisors)
© 2017 Retire Ready SolutionsTM
“Best sales tool in
the industry”
Charlie Epstein
Good looking 401(k) Guy
© 2017 Retire Ready SolutionsTM
Engagement Process
Connect1
Internalize
2
Initiate 3
9/19/2017
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© 2017 Retire Ready SolutionsTM
401(k) Participant Retirement
Readiness Solutions
Edward T. [email protected], Retire Ready Solutions