Jim Costello
3 SlideShares
Personal Information
Entreprise/Lieu de travail
Boston, MA United States
Profession
Business Development
Secteur d’activité
Finance / Banking / Insurance
Site Web
visitfc.com
À propos
My focus is on providing guidance to financial services firms on investor education, marketing productivity, advisor communications, retirement plan services and custom communication programs. I enjoy networking with professionals from any industry on a global scale and encourage you to contact me at any time. Current S&P Capital IQ Initiatives: Helping firms communicate more effectively via wholesalers by using communications tools that build credibility, enhance professionalism and save time, money and resources Helping advisors communicate more effectively by using communications tools that build credibility, enhance professionalism and save time
Coordonnées
Mots-clés
401(k) plan sponsors investor education fee disclosure retirement fees. plan education target date funds charts financial calculators financial marketing interactive content content libraries plan sponsor plan participant education education enrollment kits. statements newsletters retirement plans 401k employee benefits retirement plan participants
Tout plus

Présentations

(1)

Investor Education Sites

il y a 12 ans • 184 Vues

Documents

(2)

Retirement Plan Education Solutions

il y a 12 ans • 105 Vues

Retirement Plan Campaign Case Study

il y a 11 ans • 609 Vues
Personal Information
Entreprise/Lieu de travail
Boston, MA United States
Profession
Business Development
Secteur d’activité
Finance / Banking / Insurance
Site Web
visitfc.com
À propos
My focus is on providing guidance to financial services firms on investor education, marketing productivity, advisor communications, retirement plan services and custom communication programs. I enjoy networking with professionals from any industry on a global scale and encourage you to contact me at any time. Current S&P Capital IQ Initiatives: Helping firms communicate more effectively via wholesalers by using communications tools that build credibility, enhance professionalism and save time, money and resources Helping advisors communicate more effectively by using communications tools that build credibility, enhance professionalism and save time
Mots-clés
401(k) plan sponsors investor education fee disclosure retirement fees. plan education target date funds charts financial calculators financial marketing interactive content content libraries plan sponsor plan participant education education enrollment kits. statements newsletters retirement plans 401k employee benefits retirement plan participants
Tout plus