Advisors Refer 401(K) Clients To The Last TPA In Their Office...

Do you want to combat this trend and win?  If so, take a look at what other TPAs are doing behind-the-scenes in their business to hold advisors' attention and increase sales activity.

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Top 3 Tools Your TPA Business Needs To Compete

TPA Roadmap

TPAroadmap provides personalized 1-on-1 coaching, giving you the step-by-step strategies needed to go out, build your network of advisors and close business.

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TPA Touchpoints

Need content to share with advisors?  With TPAtouchpoints you will enjoy exclusive territory-based access to industry resources, carefully chosen for you to share with your advisors all year round.

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TPA Proposal

Does your TPA proposal make you look bad? TPAproposal is a web-based software that includes everything you need to generate the polished proposal you've always wanted. Beautifully designed and professional.

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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 every 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.

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