Providing Greater Clarity, Confidence and the Capabilities to Succeed in the Retirement Plan Business

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1 Providing Greater Clarity, Confidence and the Capabilities to Succeed in the Retirement Plan Business Discover the techniques for ensuring successful retirement outcomes for plan sponsors and participants. The401kCoach.com

2 Up until this year, I never got paid to do consulting on selling a retirement plan. We would talk (to a prospect) about plan design, new investment options, platforms and what was going to be right for them. And, in the process of sorting through all that, we would give that information away for free, hoping to obtain a new client. In the past year, we've had a half dozen engagements where we have garnished a fee from $4,500 to $15,000 to do those same engagements we were basically doing for free in the past. The 401k Coach was very instrumental in changing all of that for us. G. Wernette Dear 401(k) Professional: I know that as a motivated financial professional, you are interested in taking your practice to a new level of success, satisfaction and significance. Whether you have been in the 401(k) business just a short time or for your entire career, you are searching for a way to transform your business, both professionally and personally. Often times you get stuck or entangled at a certain level of success, because you are buried or trapped in the barbed wire of our industry s countless details and demands. Your energy, creativity and self-reliance has been drained by commoditization. Or perhaps your success has you and your team out of control and communication with one another and your clients. Breakdowns and errors are occurring at a dangerous level, rising frustrations and tensions are experienced between you and your clients. Your capabilities are stretched to the limit, just when opportunity is the greatest. Whether you have too little or too much activity, The 401k Coach Program is dedicated to supporting you on your journey to exponential achievements. There are many challenges to be faced in the 401(k) industry; therefore it is imperative that you are continually enhancing your skills. Your business cannot continue to grow if you don t stay current and cutting edge. Our educational and entrepreneurial environment will allow you the opportunity to increase your confidence, clarity, focus and productivity. You will be provided with the tools and techniques to outdistance yourself from your competition. You will learn the processes and best practices to grow your business10x Faster, Easier and Bigger than going it alone. If you are looking to make a transformational breakthrough in your practice and for your clients, then I encourage you to join The 401k Coach community. Charlie Epstein, CLU ChFC, AIF The 401k Coach Program Founder & Coach 2 TF: The401kCoach.com info@the401kcoach.com

It doesn t matter whether you have limited experience in the 401(k) industry or many years under your belt; to achieve the success you seek, you need to establish what your Missing Structure is and

3 The Missing Structure Your Impact Formula Everyone defines success differently. You may be looking to grow your business with sales and revenue, increase your productivity with better systems and support, increase your influence or impact, or leverage your time for more freedom. It doesn t matter whether you have limited experience in the 401(k) industry or many years under your belt; to achieve the success you seek, you need to establish what your Missing Structure is and define the system that will take you to a superior level. Within one week of attending The 401k Coach Program, I closed a $5.1 million 401(k) plan using the Missing Structure Diagram. J. Ablahani The 401k Coach Program will help you decipher your Missing Structure and teach you how use the same concept in your practice for use with prospects, clients, participants and referral sources. 3

Programs for Success The 401k Coach Tools and Systems introduced during Year 1 and Year 2: The Retirement Plan Solution The Wealthcare Manual The Position Marketing System The Problem Solver The 5500

4 Programs for Success The 401k Coach Tools and Systems introduced during Year 1 and Year 2: The Retirement Plan Solution The Wealthcare Manual The Position Marketing System The Problem Solver The 5500 & Beyond The Missing Structure The Best-Fit Client ERISA Indemnification System The Fiduciary Advisor s Rollover Toolkit The Paychecks for Life System Now, more than ever, plan sponsors want to work with an intelligent 401(k) professional who can assist them to meet their fiduciary obligations while providing the guidance for successful retirement outcomes. Your ability to articulate your unique value and deliver solutions in such a competitive environment will be essential for your success. Being a 401k Coach member allows you to step away from your business and the demands of your everyday life, for a short time, to participate in workshops that put the focus on you and your goals. We have organized our sessions to actively engage and energize you. The 401k Coach delivers a unique and motivational learning environment that promises personal and business breakthroughs leading you to increased confidence, knowledge and creativity. Year 1: Your Unique Value The first year of our program will focus on your value proposition and understanding the critical components of a successful retirement plan practice. You will learn repeatable systems and processes that will become the foundation to a more efficient practice. The 401k Coach Program will show you how to stay out of the commoditization trap and start delivering unique experiences to your clients. Year 2: Your Bigger Future In our second year we will continue to implement best practices using the 401k Coach tools and systems. You will master practice management techniques to leverage your time and resources while increasing your leadership in the marketplace. The 401k Coach Program will show you how to master your future with strategic alliances, consultative fee arrangements and other ancillary business opportunities. You will learn how to build a successful support team and solid backstage, and provide yourself with more time. 4 TF: The401kCoach.com info@the401kcoach.com

Master s The 401k Coach Master s Program was created for alumni members who wanted to stay at the top of their game and maintain a competitive advantage.

Boot Camps The 401k Coach Boot Camps are intensive full-day programs that can be customized for any type of audience that is looking to generate more revenue, create an action plan and provide impact

5 Master s The 401k Coach Master s Program was created for alumni members who wanted to stay at the top of their game and maintain a competitive advantage. We host our Master s Program in a retreat-like setting, always at a different exciting location. Boot Camps The 401k Coach Boot Camps are intensive full-day programs that can be customized for any type of audience that is looking to generate more revenue, create an action plan and provide impact in the marketplace. There are so many reasons to join! Enhance your value proposition Create your own brand of intellectual capital Build the ultimate marketing system Learn new sales techniques Develop and package a sellable process Increase product knowledge and technical expertise Understand fiduciary best practices Leverage strategic alliances and partnerships Acquire ancillary business opportunities After the first year I went from $60M to $125M in 401(k) assets under management. Now, after the 2nd full year of The 401k Coach Program, I'm at $300M in assets! B. Dudl 5

6 Five Strategies for Success The 401k Coach Program is dedicated to a vision that all 401(k) participants have an opportunity to create a Paycheck for Life. During your membership with The 401k Coach Program, we will center your attention on five strategies for new achievements in your business and improved experiences for your clients. 6 TF: The401kCoach.com info@the401kcoach.com

Charles D. Epstein, The 401k Coach Charles D. Epstein, CLU ChFC, AIF has over 32 years of professional experience in the financial services industry.

services to business owners, professionals and individual plan participants. In 2002, Charlie established The 401k Coach Program.

401kWire has named Charlie one of the Top 100 Most Influential People in the Retirement Industry along with one of the Top 300 Most Influential Retirement Plan Advisors in the U.S.

7 Charles D. Epstein, The 401k Coach Charles D. Epstein, CLU ChFC, AIF has over 32 years of professional experience in the financial services industry. As the principal of Epstein Financial Group, LLC and Epstein Financial Services, he continually provides corporate retirement plan consulting, as well as wealth management and financial planning services to business owners, professionals and individual plan participants. In 2002, Charlie established The 401k Coach Program. Over 2,500 financial professionals have participated in 401k Coach Programs across the country. 401kWire has named Charlie one of the Top 100 Most Influential People in the Retirement Industry along with one of the Top 300 Most Influential Retirement Plan Advisors in the U.S. Charlie s book; Paychecks for Life: How to Turn Your 401(k) into a Paycheck Manufacturing Company, released in January 2012, has sold over 8,000 copies thus far. The book, which explains 9 Principles to ensure a successful retirement outcome, is dedicated to America s 401(k) participants and the belief that Paychecks for Life are within their reach. Charlie s multi-dimensional business practices and considerable experience provide him with a unique perspective on the challenges that face the retirement plan industry; from individual financial advisors to the financial institutions manufacturing retirement products, as well as the many challenges facing plan sponsors and plan participants in achieving successful retirement outcomes. I participated in my first 401k Coach Program 8 years ago and I have gone on to participate in the Year 2 Program and the Master s retreat. These experiences changed the way I do business. I decided to expand my service staff and hire support but it takes time to train new staff and synchronize ourselves so I decided to sign up for The 401k Coach Year 1 Refresher. We just closed a $73.5 million plan with 1,600 employees based on what we learned. Kudos Charlie! You exceeded my expectations again! T. Dougherty The401kCoach.com PaychecksforLife.org 7

8 To register, or for more information: We just closed a $73.5 million plan with 1,600 employees based on what we learned. Kudos Charlie! You exceeded my expectations again! T. Dougherty 330 Whitney Ave, Suite 610 Holyoke, MA TF: F: info@the401kcoach.com The401kCoach.com TM and 2013, 401k Coach LLC. All rights reserved.

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