Advisor Edge

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!

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

Simply fill out this form and submit your question, and one of our experts will contact you. If you have a Sales question, please contact our Sales Team at 800-524-401k, option 3.

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