The Retireminute | August 19, 2024

The weekly newsletter offers retirement advisors a comprehensive update on the latest news, developments, and resources. It includes updates on RPAG technology, marketing resources, and custom solutions that can help advisors better manage client accounts, promote their services, and address specific needs. The Retireminute also provides information on upcoming training and events, such as webinars and conferences, to help advisors improve their skills and stay current on industry trends. Overall, this serves as a valuable resource for retirement advisors looking to stay informed and improve their practice.

News & Updates

Take Control of Your Time with RPAG
Whether you're looking to reduce administrative burdens, enhance client service, or stay ahead with innovative solutions, this video will provide practical insights and actionable strategies to elevate your advisory business.
Watch On Demand -->

RPAG Technology
We have invested over 80 million dollars into our platform so that you can have access to the most cutting-edge platform on the market.
See Popular Resources -->

Tech Enhancements
Every 2 weeks, we update our platform to make your user experience better than before! To stay up to date, look at our most recent blog post.
Read Updates -->

TruStage™ Retirement Solutions
Cuna Mutual Group Retirement division rebrands to TruStage in late 2024 unifying retirement and executive benefits under the TruStage brand, aligning with the other business lines of the organization.
Learn More -->

Events

JUBILEE | RPAG 2024 National Conference!
September 8 - 10 at the Ritz-Carlton, Laguna Niguel
See Agenda -->

Marketing Resources

TIAA Traditional RCP Fact Sheet
CITs & Custom TDFs > Target Date Funds > Target Income Portfolios (TIAA)
View Here -->

Q2 2024 Combo Meeting Summary
Servicing Your Clients > Meeting Summary Templates
View Here -->
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Looking for more information?

Contact the RPAG Support Team at support@rpag.com to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!

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