Helping investors who need the most help!

Union by Potomac manages 403(b) participant accounts for financial advisors across the country.

There is a tremendous opportunity for financial advisors to help an underserved community and also raise new assets. The most common question we get is about how to get in front of participants to prove your value.

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Education

Professors, teachers, administrators, and support staff.

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Health care

Doctors, nurses, and other health care professionals.

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Non-profit

Government employees, ministers, administrators, other non-profit staff.

The current 403(b) market is dominated by insurance providers who offer expensive and restrictive products. With Potomac you can offer a professional risk-managed option that allows for the flexibility and freedom of a Brokerage window.

Common misconceptions of the 403(b) market:

“I’ve heard the market is too hard to break into.” By working with Potomac, we have the resources and tools to help you gain access to this market.

“Is it true I cannot get paid on 403(b) accounts?” No, by working with Potomac not only are you paid for your efforts, but the management fee is deducted on a pre-tax basis directly from the client account. This allows you to offer the same great service to a new breed of clientele who are yearning for financial advice.

WHY 403(B)?

Immediately increase your AUM and secure future roll-overs. With Potomac you can help clients avoid expensive and restrictive annuity insurance products that currently dominate the 403(b) market. Are you frustrated by the lack of customer service and modern technology from large investment platforms? Beyond 403(b), the Union TAMP provides the strengths your business needs to succeed, creates opportunities for your business to scale, while eliminating operational threats to your business’ efficiency.