Did you miss our latest webinar featuring Mark Lewis with MAP Retirement? If so, check out the replay and learn how to help your small business clients save on their year-end taxes.
Did you miss this week's Small Market webinar featuring American Trust? If so, don't miss the replay to learn how the partnership between BidMoni and American Trust can help advisors build their business!
BidMoni Small Market Solution Webinar Replay
BidMoni has partnered with five national Recordkeeping firms and one national TPA firm to create the first ever fully digital 401K marketplace. We have worked with advisors across the country to remove the friction points in selling smaller plans, including:
- Identifying opportunities
- Generating proposals
- Running plan comparisons
- Plan onboarding