|
Boost production . . . save time . . . build business . . . gain knowledge. Do it all at pioneerfunds.com . . . the financial advisor's straightforward, comprehensive resource for sales-generating information, insights and interactive tools.
Ranked as one of the
"Excellent Web Sites for
Financial Professionals"
by Dalbar, 2003. |
 |
On-Site Insights
pioneerinvestments.com provides you with a direct, online connection to expert commentary and in-depth analysis from industry professionals, as well as to proven marketing ideas and strategies that generate sales.
- Pioneer Advisor Web Series: Online, on demand and on target, the Pioneer Advisor Web Series delivers powerful, multi-media presentations containing timely market discussions, portfolio manager insights and business building ideas. View them on-demand, archive them or e-mail a link to them to your clients.
|
 |
- Premier Producer Institute: Pioneer created PPI to help you market more effectively to affluent clients and better manage your practice. Learn how to get started and access articles written by PPI's prestigious advisory board when you visit pioneerfunds.com.
- Business Builders: Fuel your business with an ever-expanding array of online sales ideas, marketing strategies and interactive presentations.
- Management Commentaries: Stay abreast of industry trends and gain valuable insights from fund managers and analysts.
Interactive Tools in Action
When it's time to create a dazzling client presentation that will close the sale, you can turn to pioneerfunds.com for powerful, easy-to-use calculators, forecasters and illustration tools.
 |
- Uni-K Calculator: Quickly compare Pioneer's Uni-K to other small business retirement plans and create customized proposals.
|
- Investment Tools: Use these calculators to evaluate your client's retirement distribution options, project college costs and estimate the impact of inflation. You can also determine your client's savings goals and develop investment strategies based on their financial situation and risk tolerance.
- Hypothetical Tools: Create personalized charts and graphs for your clients showing the historical performance of Pioneer's funds. You can also take an "x-ray" look at any security. Four profile pages are available, including a Fact Sheet Page, Peer Group Page, Benchmark Page and Analysis Page.
 |
- Asset Allocation Illustrator: This dynamic tool generates risk/reward statistics and produces proposals based on investment combinations you input.
|
Information is Power
When you access www.pioneerfunds.com, you tap into a dynamic source of investment information you can use to educate and motivate clients.
- Fund and Product Details: Gain instant access to mutual fund returns, detailed fact sheets, prospectuses and reports.
- Fund Pricing: Obtain current NAV and POP prices for various share classes of Pioneer funds (updated every business day), as well as the most recent long- and short-term capital gains distributions and income dividends for Pioneer funds. The site's historical pricing feature also lets you view fund pricing for a specific day or month or see a fund's highest and lowest values for the time period you specify.
- Retirement Plans: Learn about Pioneer's wide spectrum of turn-key retirement plan solutions, including the unique Pioneer Uni-K PlanSM, a 401(k) plan designed specifically for owner-only businesses.
- Customer Account Information: Obtain the latest information on your clients' accounts.
- Tax Information: Visit the site's Tax Center to obtain useful tax information you can use to address client concerns and help you make informed financial planning decisions.
- Pioneer headlines and Press Releases: Stay up-to-date on the most recent developments at Pioneer and within the investment industry.
- E-mail Updates: Customize the site to e-mail you information of particular interest to you and your clients.
- Literature Requests: Order from an extensive library of free sales and investment materials.
The Best Advice We Can Give
At Pioneer, we believe an investor's most valuable asset is a trusted financial advisor. It's a principle that inspired our latest advertising campaign and is a viewpoint that is reinforced throughout pioneerfunds.com.
As you browse the site, you'll see how we take every opportunity to encourage investors to seek assistance from a trained financial advisor. We also help site visitors find an advisor in their area if they need one. A simple online form drives the process.
You'll also be pleased to know that your clients can benefit in many ways from pioneerfunds.com. At the site, your clients can:
- Access account information
- Learn investing and mutual fund basics
- Gather information about Pioneer products and programs
...and perform many other useful functions.
We value your business and look forward to helping you succeed. If you have any questions about the site - or Pioneer products and services in general - please contact us at 1-800-225-6292.
For more information on any Pioneer fund, including charges and expenses, contact your financial advisor and request a prospectus. Investors should read it carefully before investing or sending money.
|
