27d (edited) • Questions❓
Cash Balance Plan TPA (US)
Hello All - I wanted to see if anyone has opinions on the best TPA to use when Life Insurance is a part of the funding strategy for a Cash Balance Plan? I like my current relationship, but they do keep a portion of the commission, and wanted to investigate other options. Thanks!!!
0
1 comment
Cash Balance Plan TPA (US)
skool.com/agency-builder-incubator
Learn how to effortlessly get clients and scale your Insurance Business. 💸
Leaderboard (30-day)
1
+5
2
+4
3
+3
4
+3
5
+3
Powered by