Partnering with Potomac in the 403(b) market presents a tremendous opportunity for financial advisors as you could succeed in this market and build lifelong relationships with valuable clients.

  • Explosive growth of jobs in healthcare and education sectors present lucrative opportunities
  • 403(b) assets have grown from $357 billion in 1996 to nearly $1 trillion in 2017
  • 403(b) participants lack time and knowledge to effectively manage their assets on their own
Work-Together