Advisor toolkit
Resources for your workplace client conversations
Resources for your workplace client conversations
Find insights, tools, and resources to support prospecting, proposals, and client conversations.
Prospecting and preparation
Use these resources to identify opportunities, prepare for meetings, and connect plan sponsor needs to Empower’s workplace solutions.
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Larkspur Executive
Refine your prospecting approach around strategic priorities, workforce needs, and workplace benefits.
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Advisor Advantage Workbook
Access information and resources to support prospecting, plan transitions, and client retention.
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Simple IRA vs. 401(k)
Compare the differences to help business owners decide whether a change may make sense.
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Empower Benefit Design Score™
Use plan and participant data to identify opportunities and support plan design conversations.
Submit your proposals
Build a proposal conversation around the plan sponsor’s goals and the outcomes they want to support.
Learn more about the Empower Proposal System.
Our partner service model: Your Empower Partner Advocate
To streamline how you work with Empower, we’ve created a primary point of contact just for you. Your Partner Advocate will work as a concierge for your business through consultative and strategic support.
Say hello to your Partner Advocate today.
We are a leader in the industry with a personalized approach for financial professionals. We are proud to offer advisors a need-focused service through this program and will continue to deliver an exceptional experience for our trusted partners.
Darlene Soderquist
Senior Vice President, Intermediary Growth and Experience, Empower
Invested in you: Our advisor commitment
Discover how the Empower advantage makes us one of the most advisor-centric providers in the business — with scalable tools, robust services, and real-time plan insights.
Complement your role with Empower
Your Maximum Value Partner for retirement
Consultative support, engagement strategies, and plan insights to help you serve clients and grow your practice.
PartnerLink®
Manage your book of business, access client tools, and explore insights and practice management resources.
Stay in the know
Get the latest insights from Empower.
Legislative and regulatory news
Explore upcoming events and perspectives for your practice.
Empowering America’s Financial Journey™
Explore research and insights on participant engagement and saving behavior.
