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Company Name

Size :

501-1000

Location :

United States

Industry:

Financial Services

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Person's name

Title of the person

Partnership Program :

Broker Referral

Target Partner Location :

Worldwide

Target Partner Persona :

Employers, Employees, Small Business Owners, HR Professionals, Insurance Seekers

Broker Partner

Provide retirement benefits to clients with as few as one employee and set yourself apart from your competitors.
- Flexible plans with ERISA-bonded plans to help protect your clients
- Plans for businesses with as few as one employee
- Education on state and federal retirement legislation
- Dedicated partner support from a local Partner Account Manager

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🌟 Key Benefits of the Program:

Offer

✅ Eligibility Criteria:

Ask

Your hub for state mandate legislation

  • 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.

Frequently asked questions

There is no FAQs yet.

End User

Pay

Other Collab Calls

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Franchise Partner

Franchise
Worldwide

Franchise Owners, Franchise Employees, Franchisors

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Financial Advisor Partner

Advisory
Worldwide

Small and Medium-Sized Businesses, Employers, Financial Advisors

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Accounting Professional Partner

Accountant
Worldwide

Small Business Owners, Entrepreneurs, Freelancers, Corporations, Nonprofit Organizations, Individuals

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