Licensee Benefits
Alliance Benefit Group® is committed to providing its membership new opportunities designed to enhance the services they offer their client; make them more competitive in the marketplace; and increase their revenue and profitability.
The Alliance Benefit Group® “Brand” is well established in the financial industry as a sign of high quality consulting and administration services. This awareness provides each regional Licensee the benefit of receiving the highest level of attention from mutual funds, insurance companies, and other product providers - setting us apart from our competition.
ABG®'s combined resources and business metrics bring a “strength in numbers” position to the negotiating table with product providers allowing us to improve our firms' competitive position thereby enhancing their ability to better serve their clients.
Alliance Benefit Group® Licensees are also invited to participate in regularly scheduled Executive Forums to review or develop new products and share marketing and operational ideas. Each Licensee is made stronger by the synergy of the network.
As part of a national enterprise; our membership has access to a number of benefits that might not be available on an individual basis including:
National Presence and "Brand" Recognition
Interaction with Peers in a Non-Competitive Environment
Representation on National Boards and Association
National Recognition for Quality Services
Enterprise Level Pricing Agreements
Enhanced Revenue Sharing Agreements
Development and Cost Sharing of New Services and Products
Collaboration Among Member Offices
Greater Service Capabilities
Potential Exit Strategies
Following are examples of just a few of the products developed as a result of our enterprise level agreements. All are available for use by Licensees at a significantly lower cost than if obtained on an individual basis.
Roth 401(k) Brochure
An overview of Roth 401(k)'s
Advisor Solutions eNewsletter
A quarterly eNewsletter which can be customized for each respective licensee.
