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To Sell or Not to Sell...Employer Retirement Plans: The Financial Advisor's Roadmap to a Successful Retirement Plans Practice
 
 
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To Sell or Not to Sell...Employer Retirement Plans: The Financial Advisor's Roadmap to a Successful Retirement Plans Practice [Hardcover]

Tom Foster (Author), Todd Thompson (Author)
3.0 out of 5 stars  See all reviews (1 customer review)


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About the Author

E. Thomas Foster Jr., Esq., (Tom) is National Spokesperson for The Hartford’ s corporate retirement plans business. Foster, who is an ERISA attorney, works directly with The Hartford’ s financial advisor and plan sponsor clients to educate them on 401(k) plans and other qualified plan products.  Tom travels extensively around the United States and has lectured to trade organizations such as LOMA (Life Office Management Association), SPARK (Society of Pension Administrators and Record Keepers) and the American Institute of Banking. He has also conducted a series of accredited legal, certified public accounting and financial planning seminars in 48 states. Tom has been quoted and/or published in trade and business journals such as Pensions & Investments, National Underwriter, Smart Money and Kiplinger’ s Personal Finance. He has also appeared on Bloomberg Television.

 

Todd D. Thompson is a regional sales director for The Hartford’ s corporate retirement plans division for the state of Wisconsin.  In this position, he is responsible for sales and marketing of corporate retirement plans through key accounts, as well as developing marketing materials and seminars for use by the National Sales Force.  Thompson also serves as spokesperson for The Hartford’ s corporate retirement plans at national and regional meetings for broker-dealers, industry associations and corporate meetings.


Product Details

  • Hardcover: 208 pages
  • Publisher: Kaplan Publishing (January 2, 2007)
  • Language: English
  • ISBN-10: 1419593250
  • ISBN-13: 978-1419593253
  • Product Dimensions: 9.1 x 5.9 x 0.7 inches
  • Shipping Weight: 13.6 ounces
  • Average Customer Review: 3.0 out of 5 stars  See all reviews (1 customer review)
  • Amazon Best Sellers Rank: #750,130 in Books (See Top 100 in Books)

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4 of 4 people found the following review helpful:
3.0 out of 5 stars Reasons to Sell Retirement Plans, June 8, 2007
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This review is from: To Sell or Not to Sell...Employer Retirement Plans: The Financial Advisor's Roadmap to a Successful Retirement Plans Practice (Hardcover)
I felt the book was well written, but the title did not fit the content. The book focused entirely on why you should sell retirement plans. There were no counter agruements. This book could be viewed as a starting point for someone with ZERO 401k/retirement plan experiance. You will still need a great deal more knowledge before you can begin selling retirement plans.
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