AUL Retirement Services, Goldleaf Partners launch exclusive 403(b) initiative to help advisors grow business
Beth King, APR, Media Relations Manager
(317) 285-4168 or firstname.lastname@example.org
For Immediate Release:
Indianapolis (Nov. 24, 2008) – The employees of the Retirement Services division at American United Life Insurance Company® (AUL), a OneAmerica company, have teamed up with Goldleaf Partners to launch an exclusive program to help retirement advisors grow their business while breaking into the 403(b) market.
The new program will effectively work with advisors to provide knowledge, support and tools to nonprofit plan sponsors in time for the 2009 IRS regulations deadline. Additionally, the program will offer opportunities for advisors looking to add 403(b) plans to their sales platform.
“This is a tremendous, win-win opportunity for our advisors and nonprofit clients,” said Bill Yoerger, senior vice president for AUL Retirement Services. “It will help nonprofit employers understand the new IRS rules and requirements while giving our advisors a chance to design practical steps to successfully implement a strong and lasting relationship with these clients.”
The program consists of modules that help the advisor understand and execute a scaleable 403(b) sales process. Steps include holding an initial meeting, compiling and reviewing gathered information, presenting findings and recommendations to the client and conducting regular, post-sale follow-up communication.
“As employers rush to comply with the new regulations, many issues and solutions exist, including a lack of involvement and vender oversight, compliance problems and general misunderstandings about the new requirements and what needs to happen in short order. For many nonprofits, this is presenting a huge and costly administrative burden,” said Michael King, co-president and co-founder of Goldleaf Partners. “By working together with AUL Retirement Services, we can empower the advisor with knowledge that can help nonprofit organizations save a lot of time and money, while reducing stresses associated with becoming compliant for 2009.”
About Goldleaf Partners
Goldleaf Partners is a leading retirement consulting and administration firm that provides audit, sales support, administrative and educational services to a national client base. Goldleaf Partners supports institutional clients and advisors in developing and maintaining effective plan design and retirement sales strategies. For more information on Goldleaf Partners, please call (218) 824-6119.
About AUL Retirement Services
American United Life Insurance Company® (AUL) is the founding member of OneAmerica® and offers a wide range of retirement plans, products and services for individuals and employers. As a leader in the retirement services industry, AUL provides local service through a national network of experienced professionals specializing in the 401(k) and 403(b) and 457 (nonprofit) markets.
OneAmerica Financial Partners, Inc., is headquartered in Indianapolis, IN. The companies of OneAmerica® can trace their solid foundations back more than 130 years in the insurance and financial services marketplace.
OneAmerica’s nationwide network of companies offers a variety of products to serve the financial needs of their policyholders and other clients. These products include retirement plans, products and services; individual life insurance, annuities, long-term care solutions and employee benefits. The goal of OneAmerica is to blend the strengths of each company to achieve greater collective results.
The products of the OneAmerica companies are distributed through a network of employees, agents, brokers, and other distribution sources that are committed to maximizing value to our policyholders by helping them plan to meet their financial goals.
We deliver on our promises when customers need us most.
Registered Representative and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, P.O. Box 1984, Indianapolis, IN 46206, (317) 285-1877, which is a wholly owned subsidiary of AUL.