While our focus is on designing and implementing optimal Qualified Retirement Plans, we also believe education — both for the advisor and your clients — is vital to the delivery process.
To support our partners, we offer:
- The Delivery Roadmap to help you educate your clients and deliver greater value
- Dedicated support from our team to initiate the client conversation
- A comprehensive library of customized marketing tools to streamline retirement plan delivery
Leveraging our industry and regulatory knowledge, we walk you through the process, help you understand the details, and give you the tools, information, and support you need to deliver customized retirement plans to your clients.
In addition, The Senex Group is a registered provider with the National Association of State Board of Accountancy (NASBA) as a sponsor of continuing professional education (CPE) on the National Registry of CPE Sponsors. The Senex Group is also certified by the State of California Department of Insurance as an approved provider.
Our goal is to help every one of our partners increase the level of value you provide to your clients—regardless of whether or not your client chooses to implement a Qualified Retirement Plan.
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