Spencer Rose, CIMA®, QKA®

Christensen Group

Spencer works in the insurance industry.  He uses Elements with his clients, and brilliantly demonstrates how using our Easy Invites engages his 401k participants in financial advice. From there, Spencer is able to serve people in multiple ways, and earn more revenue.

Real Advice, Really Fast.

Use the Elements Financial Wellness System to stand out, protect your fees, increase participation, and screen for great-fit clients.

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