Alta Trust

401k Partner Program

Alta Trust has not only created great programs and systems for the administration of 401k plans. It also provides a mentoring program to help 401k professionals learn how to take their business to the next level. Following the successful methods which they have developed over the years, the Alta Trust team has implemented a specialized training program that covers the marketing of 401k plan from the beginning to the end.

Basic Partners Program

On one level we at Alta Trust can be a great custodial, recordkeeping and investment partner for you and your clients. We give you access to our highly successful open architecture platform with our unique collective investment funds as you develop your business and market to your own prospects. Additionally, we can make appointments for you in your area to assist you in your own sales efforts.

Premium Partners Program

On a higher level we offer a year long training program that helps you catch the vision of 401k marketing, that teaches you how to avoid the common mistakes and that gives you a mentor to work with through each of your appointments from the opening to the close. This intensive program can help you become a dominant player in the 401k market in your area. You will learn how to approach prospective clients, what to say to prospects and how to close the business—all using the successful techniques and tools which we have developed.

If you are interested in growing your business, be sure to ask about the program that will work best for you.