Mission  •  What Sets Us Apart  •  Officers  •  What ISC Offers
Services  •  Communication/Education  •  Administration

 
 

 

 
 

COMMUNICATION & EDUCATION

ISC prides itself on providing some of the most comprehensive and detailed enrollment seminars available today. Participants receive vital information not only about their retirement plan, but they are also educated about the fundamentals of financial planning and how to successfully manage their financial future. ISC's Financial Advisors help participants determine their investment objectives and develop and implement a long-term financial plan.

1. Education & Enrollment Meeting

ISC Financial Advisors perform detailed enrollment seminars on a regular basis. Topics covered include:

* The realities of the Social Security System and the importance of planning your own retirement.
* The investment management process, including asset allocation decisions and individual investment selection, is explained as well as how to establish and implement a long-term financial plan.
* The advantages of participating in your qualified retirement program, including pre-tax contributions, tax-deferred compounding, and employer matching (if applicable) are discussed.
* Detailed information is provided about your specific retirement plan and how it works, including contact numbers for responding to specific questions and requests.

2. Quarterly Newsletter

Participants receive a quarterly newsletter discussing important financial topics, as well as information regarding their retirement plan. ISC encourages participants to submit questions through either electronic or regular mail, so that topics covered in the newsletter address participants' questions and concerns.

3. Quarterly Participant Statements

Plan participants receive a consolidated quarterly statement detailing all activity in the account as well as total account balances. Statements are easy to understand.  The quarterly newsletter regularly reviews how to read the quarterly statement.

4. Internet

ISC provides valuable and up-to-date financial information on our Home Page site. Participants interested in visiting our site can access ISC at http://www.iscgroup.com.

ISC Financial Advisors are available to work with individual clients on establishing comprehensive retirement plans outside their qualified retirement plan. Call ISC at 1-800-888-3520 for more information.

 

 
 

Phone: 214-520-1115  •  Toll-Free: 800-888-3520  •  Email: info@iscgroup.com
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