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Company Name
Size :
501-1000
Location :
United States
Industry:
Financial Services
Person's name
Title of the person
Financial Advisor Partner
Why Financial Advisors partner with Human Interest
As a partner, you’ll get access to:
- Expedited onboarding process
- Dedicated relationship manager
- Fiduciary coverage
- Cost and value
- Admin experience
- Local wholesaler
Partnership Program :
Advisory
Target Partner Location :
Worldwide
Target Partner Persona :
Small and Medium-Sized Businesses, Employers, Financial Advisors
🌟 Key Benefits of the Program:
Offer
✅ Eligibility Criteria:
Ask
Resources for financial advisors
State mandate hub
- Many states have passed legislation mandating retirement benefits. What’s required in yours? Here's the latest on state-sponsored plans.
Understanding ERISA fidelity bonds
- Complete and Concierge-level clients are protected by fidelity bonds procured by Human Interest.
Complimentary benchmarking
- Benchmarking current plans helps companies evaluate how their current plan stacks up against other plans.
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End User
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