October 7th marked the first “iJoin Savings Summit,” an event that the iJoin team will be using to collaborate with advisors and wholesalers across the country.
A number of top advisors and wholesalers in the North Carolina region gathered with the iJoin team at TPC Wakefield, where Mark Noble, VP of Sales for iJoin held a full presentation of iJoin’s background, mission and a full demonstration of the iJoin application.
“The presentation was very informative as we look to find new ways to enhance our Scope of Services,” said a leading 401 K advisor from the Raleigh area. “Not only did we learn how this new participant platform can help create efficiencies with our enrollment and education services, but we also saw a great opportunity to differentiate ourselves from others in the industry and grow our practice.”
“Our goal is to provide advisors with a new and powerful tool to educate participants, raise contribution rates, and begin addressing the savings epidemic that plagues America in a strategic and effective way,” said Mark Noble, VP of Sales for iJoin. “The collaboration and feedback shared tonight will go a long way in helping us achieve our goal.”
After the presentation, the group was introduced to the new Kamado Grille, where they enjoyed a night of cooking, cocktails, and cohibas.
“Tonight has played a tremendous part in generating excitement around not only iJoin, but finding ways that we can partner across the industry to refocus on the participant and their success in retirement,” said Joe Dunn, CEO of iJoin.
The iJoin Solutions team would like to extend a special thank you to TPC Wakefield and the team at Kamado Grille for their part in making the iJoin Savings Summit a success.