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Financial Representatives should ensure that materials are approved for their firm before use.
Consolidate Accounts
It's likely that some of your participants have other retirement accounts (e.g., 401(k), IRA, 403(b), 457(b), SEP, SIMPLE, etc.). Combining these into one account, can help participants simplify their retirement savings efforts.
Use the tools below to promote consolidation:
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Consolidation Services - Participant flyer Portable Document Format |
Use this flyer with participants to illustrate the benefits that consolidating retirement accounts can have on their retirement savings efforts and how to start the process with John Hancock. |
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Post Enrollment Presentation PowerPoint Presentation |
This presentation educates participants on the benefits of having all of their retirement assets in one place, and explains how our services make the process simple. |
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Consolidation Services - Poster Portable Document Format |
Packaged in tubes of two (single for Spanish versions), these can be displayed in office to generate interest in consolidating accounts. |
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Consolidation Services - Tent Card Portable Document Format |
Easy-to-assemble and can be placed on desks or other areas throughout offices. |
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Consolidation Services Participant Postcard Portable Document Format |
Participant postcard. |
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Meeting Sign in Template Word Document |
This "Sign in" sheet can be used at meetings to record meeting details and attendees. It can be customized to include your company's logo. |
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