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AUL, Goldleaf Partners Help Advisers Grow 403(b) Business

The employees of the Retirement Services division at American United Life Insurance Company (AUL), a OneAmerica company, have teamed up with Goldleaf Partners to launch an exclusive program to help retirement advisers break into the 403(b) market.
Reported by Rebecca Moore

According to a press release, the program offers opportunities for advisers looking to add 403(b) plans to their sales platform. It consists of modules that help advisers understand and execute a scaleable 403(b) sales process.

The new program will aid advisers with providing knowledge, support, and tools to nonprofit plan sponsors in time for the 2009 IRS regulations deadline.

“This is a tremendous, win-win opportunity for our advisers and nonprofit clients,” said Bill Yoerger, senior vice president for AUL Retirement Services, in the announcement. “It will help nonprofit employers understand the new IRS rules and requirements while giving our advisers a chance to design practical steps to successfully implement a strong and lasting relationship with these clients.”

More information is available here.