Elite Retirement Alliance is the industry’s Premier TPA Advocate. Our TPA Elite Members currently have over $40 Billion in plans assets with a variety of leading record-keeping firms in the industry.
We help our Elite TPA’s to:
Dramatically Increase Sales Activity
Increase TPA’s Overall Revenue
Energize Your TPA Sales Staff
Introduce You to Elite Financial Advisors
Increase Proposal Activity
Increase ‘Wins’ and Close Ratio
We are pleased to announce that our latest Elite TPA New Plan Sales Strategy Guide has been released. This guide is a premium offering for our Tier 1 Elite TPA’s and contains comprehensive and innovative strategies to increase sales with specific measurables and ongoing reporting.
A comprehensive, thought provoking approach to both increasing TPA annual revenue and improving plan retention while at the same time increasing value-add contacts with key advisor referral networks.
This Forward Thinking strategy distinguishes itself due to its design for ‘Elite’ TPA’s.
Get ahead of the market while modifying an important segment of your TPA pricing. Increase revenue while also eliminating ‘revenue sharing’! This guide will provoke discussion while making the case for change.
A large Los Angeles TPA stated this strategy: ‘Feels Like Therapy!’
This is a One Stop Resource Guide for all of your Financial Advisor clients and prospects with this packed and informative guide to all Value-Add resources available through alliance partners. This guide contains an Overview, Index of Value-Adds, Detailed contact information for regional RK / DCIO wholesalers who can help support your practice.
The 2017 TPA Sales & Revenue Strategy is a custom crafted strategy incorporates all of your goals for New Sales, Revenue and Profits in 2017. It incorporates a very active and dynamic partnership with Record-Keeper and DCIO alliance partners. Complete with projections, graphs, actionable and measurable tasks that pertain to YOUR goals.