Consultative Sales Support

Our sales team is ready to provide support before, during, and after the sales process. We are dedicated to your success. From joining you in client meetings, participating in employee enrollment meetings, or to helping you identify plans in your area, they stand ready to support you and your clients. Click on the link below to see how we can assist you today!

Title

Download

Description

Discovery Guide

This is your opportunity to learn about your client’s goals, needs and objectives. By engaging in a thorough discovery process, you will demonstrate your expertise and resources to identify the best plan design.

BCG Corporate Brochure

Learn more about the products and services that BCG has to offer through our corporate brochure.

AdvisorEdge Brochure

Non Profit Retirement Business Development Team

Comparison Chart: 401(k) vs. IRA 2023

Sales Sheets

(401)k

(403)b

457

Defined Benefit

Cash Balance

New Comparability

Plan Design Study

Solo(k)

Roth 401(k)

Use these plan sales sheets for an upcoming client meeting.  Each sheet describes the specific characteristics of the plan features and benefits.