Streamline Your Due Diligence Process for In-Plan Retirement Income and Stable Value Products
Date: December 11, 2024
Time: 2:00 pm - 3:00 pm EST
LEVERAGE ONE PLATFORM WITH TWO MODULES
The Retirement Product Evaluator can help you streamline and add efficiency to your due diligence process for in-plan Retirement Income or Stable Value products.
With our cutting-edge tool, you can research, evaluate, and compare Retirement Income and Stable Value products with ease and confidence. In this webinar you will learn about our Retirement Product Evaluator’s:
- User-friendly interface
- Individualized data points and scoring criteria
- Client-friendly reporting
- Ability to help develop due diligence processes that are often lacking or non-existent
Additionally, all product data is standardized into a consistent framework of data points, providing you immediate and deep insight that would otherwise take hours or days to discover and source from public websites or other materials.
Stand out from the competition like elite advisors are already doing, by bringing these product types to the table aligning with their clients' unique needs.
