Mantell Retirement Consulting partners with you to build and tailor retirement programs and communications materials to meet business requirements and successfully drive new sales, attract new customers and help current customers take the next steps.
Mantell Retirement Consulting develops comprehensive programs or individual communications that showcase your company’s offerings across the retirement spectrum. Considerations across your retirement business units and distribution channels are always addressed.
You choose what works best to advance your retirement business; Mantell Retirement Consulting builds it with your team. Here are a few examples:
|For Consumers, Retail Customers and Plan Participants||For Financial Advisors and Professionals:|
Content and materials developed at Mantell Retirement Consulting sail through the compliance process, drawing but a few comments. The key to success is Marcia Mantell’s strong knowledge of the technical rules and regulations, and her keen ability to translate and simplify into meaningful – and correct – content and communications.