TPA Benchmark


Upcoming Member Events

Each month, we provide our TPA owner members, multiple opportunities to engage with one another, through presentations by distribution channel leaders, employee benefits attorneys, and practice management sessions, tailored to meet the needs of the community.  We learn from one another, and collaborate on new ideas that make us all better practitioners.  If you are a TPA owners, interested in joining a high-quality group of TPA owners, coast-to-coast, is the right choice for you.

Partnering and Prospecting in 2021: Charting the Path Forward Courtesy of Lincoln Financial

Join us for a Special TPA Online Event Wednesday, May 26, 2021 – 1pm – 2:15pm (EDT) 1.5 hours of ASPPA CE Credit Space is …

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Growing Retirement Plan Sales In 2021

Retirement Plan Advisors To Benefit Charity of Cru Inner City Thursday, April 8, 2021 – 11:00am – 12:15pm (EDT) 1.5 hours of Fi360 CE Credit …

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Mark Your Calendars

Please mark your calendars for our upcoming TPA owner sales and marketing forums!  All TPA owners are invited to join us – this is an open forum, and a great way for you to learn more about!

Wednesday, May 26th 1 pm EST: Partnering and Prospecting in 2021: Charting the Path Forward

Wednesday June 16 2021 11am EST:  Identifying New Distribution Opportunities in the RIA Marketplace

Wednesday July 21st 2021 11am EST:  A Comprehensive Marketing Plan for Growing Your Advisor Network – Getting Started

Wednesday September 22nd 2021 11am EST: Fall 2021 Kick-Off Event, Planning for a Strong Fall Sell Season, Tips from the Pros

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