RPAG | Industry Trends and Technology News

The Retireminute | June 24, 2024

Written by RPAG | Jun 24, 2024 4:58:14 PM

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

Meet Our Innovator: Jesse Taylor
Our Senior Vice President Business Development gave us insight into how he got his start in the retirement industry and some advice as to managing relationships with current and prospective clients.
Learn About Jesse -->

ERISA Update from RLC
If you want to hear about the latest fiduciary regulations as well as other updates in retirement plan legislation, watch this session below featuring Jenny Kiffmeyer from the Retirement Learning Center!
Watch Now for ERISA Updates -->

Climb Aboard the RFP Express with OneAmerica Financial!
OneAmerica Financial is proud to offer solutions through RFP Express to streamline your benchmarking and proposal process. Learn more about the innovative solutions they deliver to support your practice and clients.
Explore Resources -->

Events

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

Digital Sessions

You Have Premium Marketing, Now What?
June 26 at 10 a.m. PT / 1 p.m. ET
2 Days Left -->

Marketing Resources

July 2024 Retirement Times
Newsletters & Memos > Retirement Times
View Here -->

Participant Corner: How Much Do You Know About Your Retirement Plan?
Newsletters & Memos > Participant Memos
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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