Advisor and TPA Perspectives on 2021 Retirement Plan Sales Success


This webinar, presented on behalf of and Lincoln Financial Group, provides Third-Party Administrator firm owners, with insights to help them sharpen their sales and marketing efforts in 2021. Three power-packed panels present ideas on developing a clear value proposition (particularly in light of PEP legislation on the horizon), opportunities to develop successful Advisor/ TPA (Third-Party Administrator Partnerships) and ways to hunt for new advisor partnerships in 2021. We hope you will find these insights helpful and please contact us for more information.