The 401(K) Boom – Opportunity Is Knocking

With unprecedented levels of investment in retirement accounts, a tremendous, nearly untapped opportunity for financial advisors awaits: 401(k) rollovers.

KFG kept their end of the deal and kept helping out my agents and myself with new product info and sales ideas.
— Pat Carroll, Cadillac, MI


The first wave of nearly 76 million baby boomers entered retirement in 2007. This is the first generation to have had access to a 401(k) throughout their entire working career. As an industry, we have done a reasonably good job helping our clients accumulate funds. The challenge ahead? Help millions of retirees distribute and protect their retirement assets.

But how do you as a financial advisor find these clients? Kestler Financial has a tool that, if you follow it precisely, will have you rolling in rollovers and help you own the marketplace in your area.

Rolling in Rollovers (RIR)

As a Kestler Financial partner, you have access to Rolling in Rollovers, our exclusive 401(k) rollover marketing system.  Obtain access to 401(k) rollovers before they hit the street by building relationships with HR managers.

HR managers are often untrained in the mechanics of 401(k)s, but are in the position of providing advice to their company’s employees. HR is the first to talk with a new employee and the last one to talk with departing employee.