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Support Services
When you join Princor, you'll have access to several service solutions designed
to make it easy for you to do business, work more efficiently, and maximize
your income. Services include:
Investment sales support and services. Investment Consultants can assist
you with:
- Hypothetical illustrations
- Competitor data
- Sales ideas
- Performance information
- Client portfolio reviews
Investment services. At Princor you'll:
- Work with a first class team of operations professionals
- Have access to Pershing, our clearing firm
- Receive extensive research reports from organizations like Standard &
Poor's and Morningstar
Compliance. Our compliance staff will:
- Advise you on regulatory issues that impact your business
- Visit your field offices to ensure you're in compliance with state, NASD,
and SEC regulations
- Provide timely review of your advertising to ensure it's compliant with
NASD regulations
Literature/communications. We'll provide literature and commucations:
- For you. You'll receive regular communications updating you on new
products, services, and information to help you build your business.
- For your clients. Princor has a number of pre-approved marketing
materials, including:
- Client newsletters
- Seminar materials designed to help you attract and retain your customer
base
Training and education. Princor will provide you with training in a
variety of ways, such as:
- Online training
- Webconferences
- Regional meetings
- National conferences
Insurance sales support. As a Princor registered representative, you'll
have access to:
- The finest marketing and technical support on variable insurance products
- A full range of insurance products from over 200 carriers
Retirement plans sales support. As the nation's 401(k) leader, our retirement
services offices have the products, services, and expertise to assist you with
selling and implementing retirement plans.
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