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Monument Benefits® Launch Webinar

Monument Benefits, the exclusive SMS program that removes barriers to the 403(b) space so that you can help deserving educators reach their retirement goals and grow your business.

What Is Monument Benefits?
Monument Benefits is the ultimate connector of all players in the 403(b) space – the missing link that connects all the entities and solves all three problems that have locked out most advisors from entering the marketplace. It bundles essential services – recordkeeping, compliance and communication – using a technology platform that all the entities can access and use.

  • The three types of compensation paid to advisors on the Monument Benefits platform
  • The three barriers to this marketplace and how the Monument Benefits platform solves them
  • The products available on the platform
  • The mentoring and training available for advisors of all experience levels
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