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.