Sep 08, 2020
Personalized advice provides retirement plan participants with a host of benefits – especially during these uncertain times. Newport has introduced a new, advisor-friendly managed account service that allows you to grow your business while helping your clients and their employees.
Newport’s "advisor-friendly" managed accounts service:
- works with your investment lineup and strategy
- doesn’t compete with advisors as primary contact
- may serve as a plan’s QDIA
- is an affordable option for all of your clients, no matter the size of their plan
- provides advisors with a scalable solution for all participants, allowing advisors to focus on who needs them most
Ready to learn more? Download an overview of the Managed Accounts program here.
You can also watch the full webinar below, contact your Newport representative for more information, or Request a Proposal today.
Four Reasons to Consider Newport's New Managed Account Service
Original Air Date: July 22, 2020
Newport’s Managed Account service is a new way to grow your business and further strengthen relationships with clients. Led by Newport’s thought leaders, this webinar explores four key ways that our Managed Account service can help you meet your business needs.