Duration

1 hour

Price

Free

Language

English

Overview

Join Chuck & Luke for an interactive demo to learn about the new sales & marketing tool custom-built for advisors. Discover tips for growing your practice and managing existing customers in the first plug & play solution that’s both easy to use and integrated with plan data intelligence by ERISApedia.

Goal

  • See the tool in action
  • Discover functionalities
  • Get answers to your questions

Organized by

5500

Chuck Hammond, AIF®, PPC®, CMFC®
Chief Digital Officer, The 401k Study Group

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