Increase Your Value-Add
The Insights program, however, can take your practice to a new level of value provided to your plan sponsor clients. By providing each employee with a personalized report, we become a natural complement to the services you and the record keeper provide.
Impact to Advisors:
- Enhanced communication strategy reaching all employees
- Increased employee reach for the Advisor without additional workload
- Value added service for existing clients
- Key value differentiator for case acquisition
- Positive impact on plan metrics including participation, contribution rates and testing results
Request Custom Materials
Please fill out our Contact Form and we will turnaround materials in 24 hours.