Help Clients Choose the Right Stable Value Option

July 29, 2021
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Your clients have many stable value products to choose from. We’ve put together a due diligence checklist so you can help them analyze, evaluate and pick the right option.

The checklist is more than a step-by-step way to help them evaluate options. It’s a way to demonstrate your value, too. Your analysis can help them meet their plan’s stated objectives and show your dedication to fiduciary responsibility.

Request your checklist today. And grab our guide to the six key features of stable value funds. For more resources, contact your retirement plan consultant at The Standard.

 

Request Your Due Diligence Checklist