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Product Launch Announcement: IFS Transitions – Simplify the Onboarding of Your Book of Business | Propel 2020
To attract and retain top advisors, you need a digital onboarding experience that is transparent, simple and that shows your dedication to a great relationship. Attend this session to hear an in-depth product review on Transitions, discuss best practices and learn why we’re excited to bring this product to the marketplace.

Session Presenter: Tim Porter, Director R&D

Nov 13, 2020 01:30 PM in Eastern Time (US and Canada)

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