Why partner with benefitRFP?
benefitRFP is the new destination for top advisors to stand out in their chosen practice. We combine technological innovation with the best in class practice management to allow you to excel. Our approach is to take over the functions that keep advisors like you from spending more time with your clients.
Utilizes quantitative results from award winning A.I. technology to pinpoint a suitable plan for your specific needs.
Complete the DIAGNOSTIC questionnaire and schedule the live call to produce complete results for retirement financial goals and savings.
Pinpoints over 250 points of reference to fund your plan.
Got questions? Let us know.
Ask a benefitRFP expert how they can help regarding your business planning, executive benefits, and wealth management.