Improve your Plan IQ at the Definiti Academy November 12-13, 2024

Webinar

PlanSponsor Link

2024-01-22T21:24:49+00:00November 9th, 2022|Advisor Track, Definiti Academy, Webinar|

Definiti is excited to launch PlanSponsorLink, a new, web-based client portal to share and receive plan information securely with plan sponsors and financial advisors. We’ll show you what you can find in the portal and how you’ll use PlanSponsorLink in service to your clients’ plans.