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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.