• BENCHMARK THE PLAN:
    THE RETIREMENT PLAN DIAGNOSTIC

    The days of putting countless hours (and countless dollars) into your plan analyses are over. The Retirement Plan Diagnostic is a comprehensive report that benchmarks a plan against others of similar size - and can be generated within minutes.

  • SEARCH FOR PROSPECTS:
    PLAN FINDER

    Your business relies on up to date information on reliable leads to plans that need your help. Now you can find the plan you want, where you want, and when you want.

  • BE EFFICIENT & EFFECTIVE:
    SALES TOOLS

    From prospecting to proposal generation, we have the tools to make any advisor’s job easier and more productive. Couple this with our advanced training courses, and you have a proven formula for success.

 

Finally, objectively and effectively benchmark the plan.

The Retirement Plan Diagnostic helps advisors quickly analyze the health of a retirement plan, at both the plan and participant levels, by comparing its characteristics and performance to similar plans. With real Form 5500 data on over 1.1 million plans, it’s a powerful tool designed with the advisor in mind.

Learn more

Finding potential clients is now fast
and affordable.

Plan Finder helps advisors search for plans by combining a variety of criteria:

  • City and state
  • Zip code and specific radius
  • Plan assets and participants
  • Utilization and participation
  • return on investment
  • And many more ...

Learn more

Don't underestimate the power of strategic marketing.

We invite you to learn more about our platform of proven sales tools and strategies that is improving advisors’ businesses nationwide.

Learn more: Register for our upcoming webinar.