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Sales and Marketing

Preparing for the retirement opportunity means integrating new products, services, marketing, and revenue generation tactics into your business. Here are some examples of the sales support that Russell can provide to help you successfully adapt your practice for retired clients.


Click below for Sales and Marketing documents

Simplified Prospectus

Brochures


Pre-Meeting Worksheet

Fact Sheets

Presentations

This client-ready presentation addresses investor concerns and views on retirement and explains Russell's approach to retirement.


Descriptor Pages


Fund Codes and Pricing