According to an announcement, the program now includes a “virtual enrollment” capability, providing enrollment instructions to employees who can’t attend an enrollment meeting, or who don’t feel the need for an entire education class.
The program now also gives advisors and service providers easier access to sales leads, the company said. Leads can be generated for a wide variety of financial products and services from plan participants who are completing the education program, the announcement said.
For more information, go to www.iccplansolutions.com .
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