PEP Partner Resources
Many of the pieces below can be customized with your logo and brand colors. Or if you prefer to customize a piece yourself, we can provide the InDesign file.
Flip through the PEP Marketing Plan for Advisors and TPAs presentation for more on the ways we can support your PEP business beyond the collateral provided here.
Please email [email protected] or reach out to your account contact with your request.
Sales Support
Insights
Webinars
What’s Your
PEP Strategy?
Learn how to navigate the various entry points into PEPs and understand the flexibility available across the PEP landscape.
Featuring
Jeff Atwell, Senior VP of Fiduciary Services
Brian Lenz, Chief Sales Officer
Understanding PEPs: Regulatory & Fiduciary Insights
Understand the key regulatory considerations surrounding PEPs and how they influence planning, implementation, and decision-making.
Featuring
Fred Reish, ERISA Attorney
Jeff Atwell, Senior VP of Fiduciary Services
Unlocking the PEP Advisor
Value Proposition
Learn how advisors can leverage PEPs to create greater value for their clients and identify new opportunities for growth.
Featuring
Jeff Atwell, Senior VP of Fiduciary Services
Fred Reish, ERISA Attorney
