Personalized Service for Financial Advisors
An extension of Ascensus’ 800 Consulting service, the Advanced Sales Call Center™ (ASCC) is designed to be a more personal, in-depth approach to our traditional consulting service.
This personalized service gives your financial advisors access to highly qualified consultants to discuss specific prospect and client situations.
Ascensus’ team of ASCC consultants is ready to help your financial advisors with a variety of issues pertaining to Traditional and Roth IRAs, SEP and SIMPLE IRA plans, health savings accounts (HSAs), and employer-sponsored retirement plans.
Ascensus’ ASCC provides the technical and sales support your financial advisors need—when they need it.
Topics We Can Cover:
- Prospecting ideas
- Plan design and plan participation insight
- Plan comparisons
- Capturing rollover assets
- Retirement income planning and distribution strategies
Advanced Sales Call Center™ is a trademark of Ascensus, LLC.