What Does the Pentegra Private Label Retirement Program Offer?
Retirement plans offer a relatively easy capture of assets, which means you can accumulate a sizable asset base quickly. Because retirement money stays on your books 3 to 5 times longer than retail accounts, you can annualize your income stream. Moreover, this income stream is increased automatically with new contributions, and earnings, that flow into the plan.
CROSS-SELLING OPPORTUNITIES
Broadening your portfolio of products to include retirement plans also provides cross-selling opportunities, opening doors to successfully position other products and financial services you offer. Providing additional services can also improve your customer retention rate.
INCREASE YOUR BOTTOM LINE
As a Pentegra distributor, your organization will have the opportunity to increase your bottom line with a competitive, full-service retirement product--with no investment in infrastructure and no securities or licensing fees.