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Client Satisfaction in Institutional Retirement...The People Factor

November 13, 2015

Recent research has shown a drop in institutional retirement plan client satisfaction. This webinar quantifies and explains what's driving this change and looks at how individuals interacting with customers can impact client perception and satisfaction. Presented by Gary Lineberry, Managing Director, Retirement Education Solutions, LOMA Secure Retirement Institute and by Joshua Dietch, Managing Director, Chatham Partners.

See the SRI 210 Intro Video
SRI 210 Intro screen

Try the interactive demo
for SRI 210!

    Retirement Events