SUCCESS BEGINS HERE
We work closely with you to prepare a customized service proposal. While any advisor can offer a retirement plan product, partnering with InWest allows you to offer expert plan design consulting that will improve your sales success rate.
Because industry statistics tell us that sales rates improve when clients get to meet their service providers face-to-face, our consultants are available for on-site proposal meetings with your clients.
To request a customized proposal for your client, please contact Marta Hurst at 1-800-594-7700 ext. 605 or e-mail us at firstname.lastname@example.org.
Latest Plan Advisor News