Welcome to the Quantum Public Employee Retirement Portal

Designed to help you maximize your success working in the 403(b) and 457(a) market, here you’ll get access to the tools and appointment training to help you convert your prospects into clients.

The following training material is being leveraged by advisors just like you to help grow their businesses working with employees in the public sector.

Welcome to the Quantum Public Employee Retirement Portal

Designed to help you maximize your success working in the 403(b) and 457 market, here you’ll get access to the tools and appointment training to help you convert your prospects into clients.

The following training material is being leveraged by advisors just like you to help grow their businesses working with employees in the public sector.

APPOINTMENT VIDEO TRAINING

PERA 1ST APPOINTMENT DEMO
PERA 2ND APPOINTMENT DEMO

FAST START TRAINING

PERA Producer Group FAST START TRAINING PART 1
PERA Producer Group FAST START TRAINING PART 2
PERA Producer Group FAST START TRAINING PART 3

APPOINTMENT VIDEO TRAINING

PERA 1ST APPOINTMENT DEMO
PERA 2ND APPOINTMENT DEMO

APPOINTMENT TOOLS

APPOINTMENT ONE FACT FINDER
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PERA SIMPLIFIED INVESTMENT BREAKDOWN
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CUMULATIVE FIA VS. S&P
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CARRIER CALL SHEET 1
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REFERRAL GIVE BACK SCRIPT
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2 The following confirmation letter can be used as an introductory email to a prospect who has scheduled an appointment with you. You’ll notice that the narrative of the letter focuses on their pension review which is what they responded too. If you have a website, include a link somewhere on the email. Please note: The introduction below has not been approved by compliance. The Quantum Group encourages you to consult with your compliance officer before finalizing.

PROSPECT INTRODUCTION LETTER 2
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PERA APPOINTMENT TIPS
PERA UNIVERSITY 3
ENROLL TODAY

3 Third party training information: This training applies only to Pension / Retirement Planning Appointments. PERA University Training Program is designed to help increase pension appointment success! PERA University was created by an advisor that has been on 700+ PERA appointments. PERA University is a 3rd party to PERA Advisors and is optional.

1 The carrier call sheet is something that advisors in the past have used and have had success with in communicating with their clients. This is a guide based on best practices and what advisors have told us helped facilitate the client’s understanding of the process in furtherance of the client’s financial goals.

The Quantum Group is not a financial advisor. All opinions expressed in these videos are solely those of the presenter’s and do not necessarily reflect the opinions of The Quantum Group, its affiliates or employees. You should not treat any opinion expressed as a specific inducement to follow a particular strategy. The presenter’s opinions are based upon information considered to be reliable, but its completeness or accuracy is not warranted in any way, and it should not be relied upon as such. Past performance is not indicative of future results. The Quantum Group and its affiliates do not guarantee any specific outcome or profit. The Quantum Group USA, LLC. In CA, d/b/a Quantum Distribution & Insurance Service.