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10612-D Providence Rd., #325 Charlotte, NC  28277-0233
Distributors
Are you a corporation interested in licensing and branding a catalog for distribution under your own name to your own clientele?  For a separate distribution fee and with author approval, The Planning EffectSM LLC will map the look-and-feel of any catalog to your corporate image, and then provide web hosting services for delivery to your clients.
The distinction between “direct seller” and “distributor” might be confusing.  A direct seller markets our educational programs to the general public under the branding and corporate image of The Planning EffectSM LLC.  A distributor, on the other hand, markets the same educational programs under its own branding and corporate image.   
Competitive Advantages
  • Distributors must abide by a strict code of conduct, which leads to a fair partnership between customers, The Planning Effect LLC, and its affiliates.

  • We'll perform development services to map the look-and-feel of any catalog to your corporate image.

  • Your customized catalog will be hosted on our systems, so we provide functionalities such as user registration, eCommerce, and management reporting services for your web traffic.

Consider an example: If you’re a third-party pension administrator or you represent a financial institution’s 401(k) pension administration department, you might have an interest in licensing, branding and distributing the catalog called All About Money under your own name.  All About Money® is a program that guides individuals through the financial planning process at their own pace.  It’s like a “virtual” financial advisor.  As a pension administrator, it can help your corporate clients meet fiduciary duties and responsibilities associated with ERISA 404(c).  Not only would you be helping to protect your corporate clients from potential liabilities, but also their executives and HR professionals.