How can you add value to your client relationships this tax season?
8th Mar 2022
How can you add value to your client relationships with all the recent distractions?
Just a quick note to remind you know that we’re here to help keep your clients’ retirement plans on track. Whether it’s running a custom proposal for a Defined Benefit plan or talking out a specific client situation, we’re ready to offer our expertise. This tax season please let me know how I or any of our Plan Design Consultants can help. Call us at 866-269-2706. Thanks.