Plain Speaking. Clear Parallels.
Obvious Motivator.
Visual: White rice
Headline: Stick like glue, like . . .
Partnerships are best when they are long term. Think about all of the people with whom you interact regularly: There’s your family, your pets, that lawyer, your mechanic, your clergyman, and that guy at the computer store. All of these relationships have gotten better over time. The more you interact with the individual, the stronger the link becomes.
As an advisor, it is critical your clients see you the same way. Credibility is everything, and it comes in many forms. It is essential you understand clients’ ever-changing needs, requirements, and continually exceed their expectations.
That can be a big job.
And as an advisor, one of your best offerings is a reassurance you’ll always be there. Supplement this with well-practiced advice, well-founded experiences, an independent company with no debt, healthy reserves, and overlapping insurance policies as an extra safeguard and you’re offering all the ingredients for a successful long term partnership.
Enter Pentegra. We are an institutional CEFEX certified fiduciary, and as such employ, crucial safeguards that ensure all plans are administered according to the highest and most secure standards. We regularly undergo annual SOC1 and SOC2 audits. Our qualified plan solutions have earned the exclusive endorsement of the American Bankers Association.
It’s the Pentegra difference. Stick to it.
For more information, contact the Pentegra Solutions Center at solutions@pentegra.com, call 855.549.6689 or visit us at www.pentegra.com.
Visual: White rice
Headline: Stick like glue, like . . .
Partnerships are best when they are long term. Think about all of the people with whom you interact regularly: There’s your family, your pets, that lawyer, your mechanic, your clergyman, and that guy at the computer store. All of these relationships have gotten better over time. The more you interact with the individual, the stronger the link becomes.
As an advisor, it is critical your clients see you the same way. Credibility is everything, and it comes in many forms. It is essential you understand clients’ ever-changing needs, requirements, and continually exceed their expectations.
That can be a big job.
And as an advisor, one of your best offerings is a reassurance you’ll always be there. Supplement this with well-practiced advice, well-founded experiences, an independent company with no debt, healthy reserves, and overlapping insurance policies as an extra safeguard and you’re offering all the ingredients for a successful long term partnership.
Enter Pentegra. We are an institutional CEFEX certified fiduciary, and as such employ, crucial safeguards that ensure all plans are administered according to the highest and most secure standards. We regularly undergo annual SOC1 and SOC2 audits. Our qualified plan solutions have earned the exclusive endorsement of the American Bankers Association.
It’s the Pentegra difference. Stick to it.
For more information, contact the Pentegra Solutions Center at solutions@pentegra.com, call 855.549.6689 or visit us at www.pentegra.com.