401k Champions

The Unique Opportunity for RIA "401k Champions"

Apex Management Group recognizes the unique position and influence that Registered Investment Advisors (RIA’s) with an active 401K practice, have in the Group Employee Benefit market. These "401(k) Champions" have years of experience and the appropriate industry licenses in place.  By presenting a holistic approach to their clients when evaluating Health Care and Retirement Savings solutions, 401k Champions are uniquely positioned to present the long term financial benefits that can be provided to Employers and their Employees.

Apex Management Group has teamed with Quincy Capital Partners, LLC to address the Health Care product distribution and resource needs of these 401(k) specialist, who are also Registered Investment Advisors.  We have engaged Quincy Capital Partners due to their -

  • Successful Distribution Coaching experience with Registered Investment Advisors
  • Extensive knowledge and solid reputation within the 401k Channel
  • Ability to educate and establish a need for new product placement among RIA’s.

Apex Management Group has witnessed the tremendous rise in the cost of health care over the past several years. We believe this is an opportune time for RIA’s to approach their 401k clients with a holistic approach to the employee decision process involving building retirement savings and choosing quality affordable health care.  Apex Management Group health care solutions will be a welcomed for -

  • The efficient delivery of quality health care solutions
  • The tremendous cost savings that will be delivered to both Employers and Employees

If you are looking for special assistance to grow and significantly expand your revenue stream by adding health care plans to your 401(k) and financial planning practice, we would like to talk with you, and work with you. Please use the link below to provide your contact information and we will have a representative from Quincy Capital Partners contact you.