As you already know, large payroll companies are selling competing products and services to their clients, such as 401k plans. Big-time.
So isn’t it time you found a partner who not only helps you protect your client base, but also brings more to the game?
Whether you’re a financial planner or a TPA agency, your highest priority is the needs of your clients. Which means making sure funds go to the right places and everything is in compliance. All of which is pretty time-consuming. So who has time to defend your business and make sure no one is stealing your clients?
Partner with Ovation and let us protect your book of business. We’ll agree not to offer competitive services to your clients if you refer to us. We'll also provide you with tools to help streamline internal administraive processes. In return, you can offer our other services to your clients, and generate a revenue stream every quarter. There are two ways to partner with us:
Let’s talk in more detail. Click or call Ovation today at 877.673.1777.