PLAN CONFIDENCE UNIVERSITY
Plan Confidence University is our online “training” and “education” for independent advisers. We have over 2.5 hours of video for you to self-study and learn more.
We have it all broken down for you in four sections:
Compliance and Operations
How To (use our software)
Client Info (covering your clients perspective of our software)
Sales and Marketing
Step #1 - Download & Print the Study Guide
Step #2 - Watch the videos and learn how to be a 401k advice Rockstar!
Step #3 - Pass the final exam and get $50 off your monthly subscription*
*Available for Agreements dated after 11/1/2021CLICK HERE