top of page
Human Interest
Size :
501-1000
Location :
United States
Industry:
Financial Services
Jeff Schneble
CEO
Partnership Program :
Advisory
Target Partner Location :
Worldwide
Target Partner Persona :
Small and Medium-Sized Businesses, Employers, Financial Advisors
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
🌟 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.
1/0
Frequently asked questions
There is no FAQs yet.
End User
Other Collab Calls
tags
Franchise Partner
Franchise
Worldwide
Franchise Owners, Franchise Employees, Franchisors
tags
Broker Partner
Broker Referral
Worldwide
Employers, Employees, Small Business Owners, HR Professionals, Insurance Seekers
tags
Accounting Professional Partner
Accountant
Worldwide
Small Business Owners, Entrepreneurs, Freelancers, Corporations, Nonprofit Organizations, Individuals
bottom of page