Workplace Investment Navigator (W.I.N.)

“Why Wait for the Rollover?”

20 Minute Opportunity Overview

Manage Your Clients’ Individual 401(k)s, 403(b)s and 457 Accounts using AbsCap’s W.I.N. Platform

In 20 minutes, you will discover:

  • How you can start managing your clients’ 401(k)s, 403(b)s and 457s today
  • How to easily access expansive money manager choices such as Dorsey Wright, BlackRock, American Funds and hundreds more.
  • How this platform creates opportunities for additional fee-based revenue streams with strong comp and potentially lower fees for your clients
  • How to approach clients in your existing book, today, about this opportunity

Don’t miss this chance to explore a multi-trillion dollar opportunity.

RESERVE YOUR SPOT

20-minute opportunity overview

CUSTOM APPOINTMENT

Schedule a 1-on-1 call
PRESENTED BY:

Alex Barned

Director of Sales

ABSOLUTE CAPITAL
  • Fees come from the Plan
  • This isn’t managing the Plan
  • Assets stay in the plan
  • Long sales cycles, board meetings or investment consultant approvals… this is just you and your clients, one account at a time
  • Absolute Capital trades the account, not the client
  • We don’t need the client login credentials
  • This creates ongoing fee revenue for your practice

About the W.I.N. Platform

Since we launched the W.I.N. platform, financial advisors across the country, just like you, have been learning how to access and manage their clients’ individual workplace retirement accounts while they are still working. The platform offers expansive managers and model choices for various client risk profiles.  We hope you will join us to discover how you can easily enter this growing area of asset management.