HRBenefits is one of the most reputable independent employee benefits consulting firms across the United States.
The ForceManager 5500 mobile app is Uber for retirement plan prospecting.
MilleniuM Investment & Retirement Advisors (MIRA) is a Registered Investment Advisory firm catering to qualified plans around the United States.
When it comes to tracking leads and opportunities, we’ve noticed a trend among the advisors we serve.
There’s never been an easy solution for TPAs to track leads, manage their prospecting activity and streamline the sales process. Until now.
How are you currently tracking retirement plan leads and opportunities?