MEMBERSHIP OPTIONS
Retirement Plan Marketing has the right option for every Advisor's office.
Upgrade to Premium and get even more!
ACCESS
$549
/month
10% OFF Annual Purchase
CONTENT MEMBERSHIP
Full Access to RPM's Content Portal:
Quarterly + Bonus Content
Customize Your Content:
Firm's Logo, Contact Information
+ Disclosures
Relationship Manager +
Ongoing Support
SCALE
ACCOUNT MANAGED MEMBERSHIP
401(k) Marketing manages all your quarterly content by implementing content on your website blog, social media accounts, and email marketing campaigns
Quarterly content designed within your firms branding
Bi-weekly metrics + campaign reporting
We work with your compliance department to have your content pre-approved each quarter*
Full access to RPM's Content Portal:
Quarterly + Bonus Content
Relationship Manager +
Premium Support
$1800
/month
10% OFF Annual Purchase
*All compliance departments are different. We need to receive approval from your compliance department that we can submit your content on behalf of the advisor.
All Retirement Plan Marketing Memberships Include:
Quarterly Refreshed
Skillfully Designed
Marketing Content
Personalized Walk-Thru with your Relationship Manager
+ On-Going Support
Engagement Campaigns Totaling Over 300 Client Touches per Quarter
Need help selecting a plan?
Frequently Asked Questions:
-
Can I pay annually?
Yes, we offer annual pricing that includes a 10% discount.
-
Set up a call with us today to discuss your options and which package would work best.
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What about compliance?
- For LPL advisors, our content is pre-approved.
- We work closely with the Kestra, Janney, and Triad compliance departments to assist their advisors with pre-approved content.
- For other firms, yes, all content will need to be submitted to your compliance department. However, all content is editable and we can support you and your team with updates.
Don't worry too much, we have great working relationships with lots of compliance teams and are here to help!
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Have other questions?
- Contact us anytime, we're here to help.
Additional Questions?
Great, we're here to help.
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