Gone are the days where you need to create a proposal and your internal sales consultant sends it to the prospect on your behalf. The WealthPRIME platform will do this for you with the click of a mouse.
And you will also be notified as well when the email sends.
WealthPRIME helps you bring the right high-net-worth retirement plan clients into your business with efficiency and scale.
Soon, we’ll add an option for you to request that follow-up emails be sent to your prospect as well. Stay tuned.