While most of the industry chases one-off case wins, savvy advisors are reshaping their entire book with coordinated, high-performing captive blocks. We launched our summer 2025 webinar series with this session, which educates benefit advisors about block strategy, designed to help them build scalable, strategic momentum with the right employers, all under one aligned captive structure. Watch the recording below!
Ready to take the next step towards building your book using a block approach? Contact us!
