Turn retirement expertise into new client opportunities
Help uncover more ways to add value, start conversation and grow relationships.
Specialized Resources. Stronger Relationships. More Opportunities.
Through Voya Investment Management’s partnership with Retirement Learning Center (RLC), you can access retirement specialists, prospecting tools and practice-building resources designed to help you identify opportunities with business owners, executives and wealth management clients.
From Retirement Plan to Wealth Management Opportunity
A retirement plan can be the starting point for broader conversations with business owners, executives and individuals approaching a transition. RLC can help you connect the technical details to practical next steps for your practice and your clients.
How Advisors Leverage RLC to Grow Their Practice
Speak to your Voya IM Representative to tap into specialized resources built to help you prepare for prospect conversations, uncover planning opportunities and bring more value to the relationships you want to grow.
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Disclosure
The Retirement Learning Center (RLC) is not a subsidiary or affiliate of Voya Investment Management. Neither Voya® nor its affiliated companies or representatives provide tax or legal advice.
Each plan must consider the appropriateness of the investments and plan services offered to its participants. Each plan has unique requirements and you should consult your attorney or tax advisor for guidance on your specific situation. Voya strongly suggests that you speak with your own tax and legal advisors before making changes to your plan.
The Retirement Learning Center and October Three are not affiliated with the Voya® family of companies.
Past performance does not guarantee future results. This market insight has been prepared by Voya Investment Management for informational purposes. Nothing contained herein should be construed as (i) an offer to sell or solicitation of an offer to buy any security or (ii) a recommendation as to the advisability of investing in, purchasing, or selling any security. Any opinions expressed herein reflect our judgment and are subject to change. Certain statements contained herein may represent future expectations or other forward-looking statements that are based on management’s current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance, or events to differ materially from those expressed or implied in such statements. Actual results, performance, or events may differ materially from those in such statements due to, without limitation, (1) general economic conditions, (2) performance of financial markets, (3) interest rate levels, (4) increasing levels of loan defaults, (5) changes in laws and regulations, and (6) changes in the policies of governments and/or regulatory authorities. The opinions, views, and information expressed in this commentary regarding holdings are subject to change without notice. The information provided regarding holdings is not a recommendation to buy or sell any security. Fund holdings are fluid and are subject to daily change based on market conditions and other factors.