Industry Vendors

Who We Help

Wholesalers, National Accounts, Sales Management and support staff of DCIO, Recordkeepers, TPA's, CPA's and other industry professionals

Why We Help

With aggregation of platforms and vendors continuing in the ERISA space, we have discovered that unbiased, consultative education and advice is becoming harder to find and goals and expectations for our peers are becoming increasingly more demanding.

How We Help

The Crete Group provides unbiased advice in the ERISA ecosystem. This looks like many different things but some examples include:

  • Advisor practice coaching related to ERISA

  • Advisor referrals

  • Plan Design and Signature Ready packets

  • Territory management

  • Deal coaching

  • Wholesaler and prospect coaching

  • COI's and speaking engagements and presentations