The Retireminute | May 15, 2023

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

Building a Portfolio
Listen to the Chief Marketing Strategist from AllianceBernstein give you the insider tips of portfolio construction, and how you can maximize your clients' success.
See On Demand -->

Your Plan, Our Purpose
Helping employees enjoy a financially secure future is the ultimate goal of every retirement plan. Transamerica is excited to offer workplace wellness solutions to help them along the journey to a brighter retirement. "Your plan is our purpose. Your people are our focus."
Let's Make This Happen -->

Events

An Intro to RFP Express
May 18 at 10 AM PT/1 PM ET
Access Expertise -->

Audits: The Devil is Always in the Details
May 23 at 10 AM PT/1 PM ET
Achieve Perspective -->

Marketing Resources

Voluntary After-Tax Contributions Supplemental Slides
Fiduciary Compliance & Plan Design > Plan Limits
View Here -->

Sample Consultant RFP Response
For Premium Marketing Members Only  Get Started Today
Content Marketing Plan > Consultant RFP
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