PlanSponsor Link

2022 Definiti Academy
Advisor Track

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.

Jen Cross
Senior Retirement Plan Consultant

Published On: November 9th, 2022Categories: Advisor Track, Definiti Academy, Webinar

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