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FIT For Advisors

Creating Time for You to Advise

 Time capacity resulting in revenue ceilings
Fee pressure leading to the need for more clients, exacerbating time capacity challenges
Leading advisors to lean on recordkeepers for support in education service

The Financial FITness for Life Advisor Partner Program allows advisors to spend time where they
add most value; advising their clients.

The program provides a 1) no-capital, 2) comprehensive retirement plan solution, 3) that includes comprehensive education services, 4) unbiased “Do-It-For-Me” solutions, 5) impactful Plan Health reporting, 6) customized administrative support, while providing fiduciary protection and revenue growth opportunities.

Simply said, this program drives results, revenue, and allows you the time to truly advise your clients again.

Services Available Through Financial FITness for Life (FFL)

Customized & Measurable Education Plan

Your Financial FITness Consultant will architect a client-specific education plan designed to enhance participant outcomes and improve overall plan health. Our education plans are process-driven, starting with reducing the fear of investing, moving to saving properly and culminating into a comprehensive financial plan that is regularly measured and monitored.

Team of Licensed Consultants

FFL’s education services are managed and will be delivered by credentialed (CRPC or CFP) consultants. Your team will be responsible for defining resource needs, designing the plan, and organizing the education services. Our plans are developed with three simple goals: 1) deliver plan sponsor messaging, 2) make the entire education process simple and easy for human resources and 3) help participants achieve Financial FITness of Life.

In-Person & Web-Based Education

A mixture of in-person, web-based and linked-based technology are utilized to drive proactive education.

Real-Time Data Tracking & Reporting

To provide a unique experience, FFL will report meeting metrics in real-time, allowing you to review the impact of our services while they are happening.

Unbiased Investment Selections

Fiduciary Investment Trust funds sponsored by Comerica are managed by a separate investment manager using an unbiased, “open-architecture” approach.

3(38) Investment Manager

A layer of fiduciary protection is inherent in all Fiduciary Investment Trust funds, reducing risk to advisors, plan sponsors and their committees.

Financial Concierge Services

At the advisor’s direction, we can build specific financial questions into our education processes which will uncover participant needs for additional products and services. All of these leads will be at the advisor’s direction.

Customized Outsourcing Solutions

FFL has the ability to provide a wide range of outsourced services that will keep advisors focused on their most important job: consulting with plan sponsors. These services could include vendor selection, vendor pricing, benchmarking, and supporting advisors in providing administrative services related to trustee/plan committee meetings (agenda, minutes, etc.).