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