We’re elevating the group retirement experience by delivering greater lifetime value, long-term client relationships, and better financial outcomes for everyone. Common Wealth offers a modern cloud-based platform, innovative features, digital administration, superior service, and low fees for all company sizes.
FEES & INVESTING
We’re here to add value to your practice with everything from exploring client needs, presenting the platform, preparing proposals, onboarding clients, providing member education, reporting and regular plan reviews.
Use these materials to engage new clients, exiting clients and terminated group plan members.
Remarketing a Plan
Upgrade clients who have an existing plan to Common Wealth
Use these materials to support your proposals and presentations.
Request an asset
Let us know if there is an asset you would like us to create, such as a presentation, brochure or video.
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