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The Success TRAK
How Advisors use TRAK to Sell More in Less Time
Thousands of retirement planning advisors are using The Retirement Analysis Kit for the qualified plan enrollment (in 401(k), 403(b), 457 and the federal government retirement markets) and retirement planning. Day by day, TRAK advisors are becoming a real community among retirement planners throughout the country.
That’s what Success TRAK is all about — hooking all of you up together so that you can share how you are all using TRAK’s features to sell more in less time.
Success TRAK will be short and sweet – actual sales stories how you and other advisors are using TRAK in day-in and day-out sales situations.
| Success TRAK #6 |
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Hal Harrison , from Phoenix, uses TRAK with the client to increase sales. He recently experienced a 267% (!) increase in deferrals by using TRAK for education. |
| Success TRAK #5 |
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Charles Rushmore , from Grand Rapids, uses TRAK with the client to help them plan for their retirement. |
| Success TRAK #4 |
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Brian Heckert , from south-central Illinois, uses TRAK to help participants find additional retirement contributions from their federal refunds. |
Success TRAK #3 |
| | Rick McCallister, from Torrance, California, educates teachers with TRAK Software.
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| Success TRAK #2 |
| | Ann Vanderslice, from Colorado, provides financial advise for federal employees using TRAK Software. |
| Success TRAK #1 |
| | Read how Sherilyn Schwartz, an Oregon advisor, more than doubled her plan sponsor's 401(k) deferral-increases with TRAK's Paycheck Analysis feature! |
Have your own TRAK success story? Share it with us by sending an email to TRAKStories@TBInc.com. Please include your contact information so we may give you a call.
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| What TRAK users are saying
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You cannot work in the 403(b) market without TRAK.
Gary Rogers
Personalized Financial Service | TRAK helps set me apart because it helps me act as a trusted advisor, and my clients see me that way, instead of as a product salesman.
Rick McAllister
McCallister Financial Group | TRAK Software has helped my clients understand that they can take control of their financial future.
John Davidson
NAIFA President |
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