Imagine
All of your TPA's providing proposal and sold plan data in a standardized, structured format Providing your TPA alliance partners with the most proven proposal technology in the industry. Advisor CRD information included in every proposal EIN information for every takeover plan API connectivity to Salesforce or other CRM
ELITE'S DIGITAL TECHNOLOGY
In the past 12 months:
12,970
Retirement Plan Proposals
Produced for
5,740
Unique Advisors
Received a proposal from Elite representing
$39
Billion
in retirement assets proposed,
resulting in
$19.5
Million
in SOLD TPA plan revenues
Recordkeepers whose RVP or IW's have received Elite proposal
Logo's shown above in no way imply an endorsement of Elite Retirement alliance or it's associated modules
