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  • 1 year later...
Posted

Did you ever get any feedback on your question about the proposal system? Do you use the administration system?

Posted

No, I never received any feedback - and no, we don't use their admin system. We were trying to find a proposal program that was less cumbersome than trying to run proposals in Relius and was simply easier to use than Flexsoft.

We actually went with The Retirement Planning Center's online system. www.therpc.com

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