You care for your clients.
At P3, we help you increase productivity and revenue by connecting you with more qualified prospective clients
In the P3 process, we set appointments with K-12 public education employees who want to learn more about…
- Their projected retirement income from their State Retirement System
- Their projected income shortfall at retirement
- How to best utilize an employer-provided 403(b) Plan
- How to create an additional stream of income at retirement
- How much longer they’ll need to work
You’re in control
You will always control your calendar.
We set appointments according to your appointment preferences as listed in the P3 Startup Kit.
We never require info from you on the results of appointments we set for you. Your business is your business! Our goal is to be your best resource in helping you scale your business and revenue.
Getting started is easy.
Simply sign-up to receive the P3 Startup Kit, which includes our pricing.
Once completed, print, sign, and email it back to us. The P3 team will reach out to you, answer any questions you have, and formulate your strategic plan to start accepting appointments.
If you are not satisfied in any way, you can cancel at any time. We ask that you provide us with a two-week notice to allow the current campaign to run its course.
About P3
P3 connects thousands of K-12 employees with qualified financial advisors through our Genesis Lead System, originally launched in 2011. This system is a successful and evolving development from decades of K-12 employee retirement planning experience that began in 1987.
We invite you to tap into this proven system, set your own preferences, and unleash the results of in-person and virtual appointments on your calendar!
A simple, effective strategy to develop a
flourishing business
Complete the Startup Kit
Our startup kit provides details about cost structure, appointment scheduling, and geographical preferences.
Sign an Agreement
A P3 Team Member will reach out to you to answer any questions, secure a form of payment, and set you up to start accepting appointments.
Start accepting appointments
Receive notifications of appointments being added to your calendar. Access your calendar through our free app.
All you have to do is show up and help people.
