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Incorporate this tool into your sales meeting to highlight the benefits of the CoPilot 401(k) plan. This tool illustrates the features, benefits and pricing of this retirement solution. Included in this tool are two separate sales sheets, one for the plan sponsor and one for the participant.
Print our sales sheets for your next client meeting. This tool can provide a plan sponsor with a concise outline of the CoPilot 401(k) plan options.
Do you have additional questions about the CoPilot 401(k) Plan Sales Sheet? Call our sales team at 800.236.7400.