Partner with RPA

Through a strategic partnership with RPA we will provide you with the support and expertise to grow your retirement plan book of business. Our partner program brings you a set of tools and support to help you present retirement plan options to your prospects as well as your current client base. By collaborating together we can improve your sales presentations and help build your client portfolio.

Investment Advisors and Financial Planners – learn more here
Securities Brokers – learn more here
CPAs – learn more here

Our partners receive benefits such as:

  • On-site presentations on how to review a potential client’s contribution allocations, 5500, plan document, etc. for mistakes or ways to save the client money
  • Executive staff who will attend prospect meetings with you in any capacity needed
  • Price breaks at a low sales level that will help you make additional sales
  • On-site presentation on cash balance plans

We realize the mutual benefit in teaming with advisors, brokers, CPAs and other firms, so there is no cost to become a partner with RPA. So what are you waiting for. . .

Complete the information below or give us a call at 1-888-689-5530.

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