Ubiquity Retirement + Savings Launches Advisor Partner Program
Ubiquity Retirement + Savings has launched an Advisor Partner Program to support financial advisors in growing their retirement plan business. The initiative provides tools, prospecting support, and dedicated partnership to help advisors meet increasing client demand driven by SECURE 2.0 and state mandates. The program aims to close the infrastructure gap many advisors face in scaling their retirement plan services.
Topics: business growth financial advisors retirement plans retirement solutions small business