With the help of the Retirement Lesson Plan website, prospects, existing clients that have changed districts, lost contact information or just wanted to reach out have found a great tool to use and connect. Dr. Mark Adkins is fantastic at getting the request out to the appropriate hands in a very timely manner. Kudos for giving employees another tool to make things a bit easier for them!

Kim K Aranda
Financial Consultant

AZ 403(b) Professional Group

Members
  • Horace Mann
  • AXA
  • Foresters Financial
  • GWN Securities
  • ING/Voya
  • Met Life
  • Plan Member
  • Security Benefit
  • The Legend Group
  • VALIC
Advisor Agreement
Code of Conduct