Partners

miEdge™

miEdge is the premiere business intelligence provider for form 5500 employee benefits and retirement professionals. Insurance and financial professionals subscribe to the cloud-based miEdge business intelligence system, utilizing sophisticated search engine technology to find potential customers in both large and small group markets, and effectively manage the compliance of their current clients. If you’re an insurance, financial or property & casualty professional trying to find new clients, or trying to protect the ones you have, miEdge will bring a new world of intelligence to your fingertips.

Visit the miEdge™ web site.

 

Retirement PlanVision

Retirement PlanVision is the leading cloud-based 401k prospecting & analytics solution that integrates and analyzes sponsor, fee, plan, fund and performance data from more than 1.5 million corporate retirement plans in the United States. Featuring integrated Morningstar® Data, plan design opportunities, detailed retirement fund profiles and searchable investment data from audit reports, retirement plan professionals can stay ahead of the competition with easy access to all the information needed to advance their sales cycles and pursue prospects.

Visit the Retirement Plan Vision web site.

 

sales-coachingSandler Training

We have partnered with Dan Hudock, our Sandler Sales Coach, to work with our clients with the purpose of positively influencing the sales curve in the field with PT appointments which are significantly different from a referral.

Visit Dan Hudock’s web site.

 

401-k-coachThe 401K Coach

Since 2002, The 401k Coach Program has been providing financial professionals with greater clarity, confidence and the capabilities to succeed in the retirement plan business. Our plan sponsor and plan participant success formulas along with our other proprietary tools and resources will uniquely position you with the unfair advantage in your marketplace.

Learn more: www.The401kCoach.com

 

Entry Point Advisor Network’s

Entry Point Advisor Network

Entry Point Advisor Network’s is the independent financial professional’s source of premium solutions for life, annuity & RIA. Our capabilities span almost every dimension of financial services, from core business solutions, such as Life Insurance, Annuities, and Investment Management, to intuitive tools for Going RIA, Custody, Differentiated Marketing, Trading, Financial Planning, Compliance, Practice Management and Client Service. Our growing suite of services provides Advisors the ability to readily grow the dimensions of their business, increase efficiency, and ultimately spend more time doing what they do best. Ironically, adding complexity is easy while protecting simplicity is hard. We believe simplicity is our competitive advantage which is why we are the only national Network designed to provide premier advisors comprehensive – not captive – support.

Learn more: www.epadvisornetwork.com