HarleyBabe Posted October 5, 2023 Posted October 5, 2023 Hello All - would like to have a regular advisor email list to send out newsletters too, especially with Secure Act changes. Is there a particular company that is better, to one, purchase the list for certain areas and two prepare the newsletter with input from me and perform the service of the email blast? Thank you.
Paul I Posted October 5, 2023 Posted October 5, 2023 I have no opinion on who is better, and I do not use any particular service. That being said, I am intrigued by a service that was highlighted in a recent article in Plan Adviser magazine. You may want to check this out https://rixtrema.com/401kai_adviser/
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