Simpler sales. Light touch points.
Use your account like a hub. Add new clients, pick from ready-designed plans and invite them to confirm, then manage their plan (and all of your other 401k clients) in one place.
401K IN A BOX
How To Grow Your 401k Books And Keep Your Bandwith
We found all the 401k involvement areas that are not investment related and we refined it. Read on: