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Plan Prospecting

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Plan Prospecting

 

Through our partnership with BidMoni we are excited to announce that the Fiduciary Shield 401k Prospecting tool is available for Advisor Alliance members.  This prospecting tool includes:

  • National Plan Search
  • Create custom plan lists to identify plan risk factors, providers, geography, etc.
  • Wellness reports for individual plans
  • LinkedIn integration to identify key decision makers

Click here to register for an account and reach out to your consultant for more information. 

Click here for a live demo.

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