Group Retirement Plan Sales Presentation Template

2005-2006 – Created a presentation template for all sales meetings.  This was meeting two in the process.  During meeting one we came out with an analysis tool designed to assess weaknesses in their current corporate retirement program.  Then we came back for meeting two in order to present the results.  Stock slides about the nature of our firm and group benefits program were interspersed with blank slides that were filled in with information gathered in the first meeting.  The focus was to show the weaknesses discovered in the first meeting and how our firm could improve them.

Details on Meeting One Analysis Tool