Create Compliance Confidence with the Retirement Product Evaluator
Date: July 16, 2024
Time: 2:00 pm - 2:30 pm EST
Do you need to develop a due diligence process or add efficiency to your current due diligence process for Retirement Income or Stable Value products?
If your firm faces these problems, or maybe has no process at all to perform due diligence on these products, Broadridge has a solution. We are excited to introduce our latest innovation, the Retirement Product Evaluator. With our cutting-edge tool, you can now research, evaluate, and compare Retirement Income and Stable Value products with ease and confidence.
What sets our tool apart is its user-friendly interface, personalized data points and scoring criteria, client-friendly reporting, and custom enterprise controls. Additionally, all product data is standardized into a consistent framework of data points, providing you immediate and deep insight that would otherwise take you hours or days to discover and source from public websites or other materials. By leveraging the Retirement Product Evaluator, you'll be equipped to offer tailored and informed plan recommendations that align with your clients' unique needs.
Elite advisors are bringing these product types to the table and using them to stand out from their competition. Don't be left behind and miss the early opportunity to use these products as a way to differentiate yourself and win new business.
This webinar is not eligible for Continuing Education (CE) credit.
