A day or two after the presentation, follow up with the plan sponsor to discuss the success of the meeting. Decide whether you need to schedule additional enrollment meetings.
This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.