Sales Automation Tools

Designed for TPA's | Broker-Dealers | Advisors | Wholesalers

Advanced Sales Automation Tools

Designed for

TPA's | Advisors | Recordkeepers | Broker-Dealers

Over 1800 proposals generated YTD representing $4.1 Billion in plan assets!

Speed to Market | Excellence at Every Touch

InstaQuote® - the retirement plan industries fastest growing proposal system has raised the bar with incredibly fast and impactful proposals.  Received in seconds InstaQuote proposals result in a significant increase in closing ratio's for TPA's, advisors and recordkeeper wholesalers.  Mobile ready - use your phone, tablet or computer.

Acuff
FuturePlan
M2B
Pension Works
RPA
Altigro
Goldleaf
MAP
Pensys
Swerdlin
Asperia
Intac
Maans
QBI
URPC
Beneco
Kravitz
NBS
QPC

TPA's

A Who's Who of Elite TPA's!

TPA6

Recordkeepers

Custom Proposals Prepared Instantly for all Record-keepers shown - Complete with applicable revenue sharing calculations and options.

RK Building Web
American Funds 1
ameritas1
john hancock1
Cuna Logo 1
MassMutual1
T.Rowe logo
Empower1
Picture1
Transamerica1
Voya1
cambridge
Morgan Stanley
Resources
UBS
cetara
MassMutual1
Stifel
EJ3
Raymond James
Merrill Lynch

Broker-Dealers

Proposals requested by and delivered to dozens of the leading Advisors, RIA's and Broker-Dealers, including:

B-D Building Blue

Logo's shown above in no way imply an endorsement of InstaQuote® or it's associated modules

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Elite Retirement Alliance LLC