Sample Sales Proposal Booklet-Howard Capital Management

Your Advisor

In a better position to make informed decisions for participants.

Information Driven

Education is Key We want our advisors to be in a position to help participants reach their financial goals and retirement objectives with confidence. Advisors need to know extensive knowledge about each participant’s financial situation, retirement plan features, and available investment options, and have knowledge on market conditions to make that happen. With American Trust, advisors are placed in a position to know their clients and determine their best path to retirement. Here’s how we do it: • Educational webinars on plan analysis, plan design, fiduciary responsibilities, and more • Assistance in evaluating each individual plan and making recommendations for improvement • Support in developing a service plan • Marketing materials for group and individual meetings • Multiple investment strategy options • Competitive pricing structures • Unique, analytical reports • And more!

Equipped with the Right Resources As a fully bundled retirement plan provider, advisors have access readily to all our resources, including our proprietary, trademarked retirement readiness solutions.

• ATBlueprint® • Plan Sponsor ATBlueprint®

• ATArchitect® (if applicable to the plan) • ATFutureBuilder Interactive Experience