We Help TPAs

Grow Their Advisor List & Get More Referrals

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TPA Mentor

Doing Great, But Tired Of Going It Alone?

TPAmentor provides 1-on-1 weekly coaching so you can go out and crush the opportunities you have in front of you now.  TPAs typically enlarge their network of advisors, have something unique to say, and close more business.

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TPA Proposal

Your Proposal Making Your Firm Look Tiny?

TPAproposal is web-based software that generates the polished proposal you've always wanted. Beautiful, professional, proposals in minutes!

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"At a fraction of the cost, electronic touchpoints allows us to consistently touch our web of advisors and wholesalers.."

Pat Shelton
Managing Partner, Benefit Plans Plus

"We generate several hundred proposals a year and struggle to deliver them in an efficient, simple and attractive way. Your system eliminates those challenges, and allows me to deliver my value statement.."

Joe Burt
President, Pension Plans Plus

"TPAproposal saves a significant amount of my time.."

Scott Feit
Principal, Prime Pensions, Inc.

"Every day I’m getting a request to look at a plan. Every week I’m closing a plan. The plans we close are better plans with better advisors.."

Bill Clifford
President, BBI

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