Business Development

 

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Sample benchmarking report

Clearly having something extra to share with your referral source partners is a differentiator. It will help both of you to develop a proposal that is more comprehensive and prospect appropriate. Franklin Templeton is offering this tool for your use, take advantage of this free resource and elevate your firm in the eyes of your referral sources.

QDIA Policy - Balanced Funds

The plan committee evaluated the following types of long-term QDIAs: 1) Group-Based Investment Products; 2) Individually-Based Investment Services; and 3) Individually-Based Investment Products.

QDIA Policy: Target Date Funds

The plan committee evaluated the following types of long-term QDIAs: 1) Group-Based Investment Products; 2) Individually-Based Investment Services; and 3) Individually-Based Investment Products.
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