The Retireminute | October 16, 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

Q3 Scores Are Live!

Innovation Update | Elevating Your Experience
We believe in continually enhancing your experience, and this "Innovation Update" given by RPAG Sr. Vice President, Jesse Taylor, is all about the latest developments that are shaping the future of our platform.
Watch Now -->

Tech Enhancements
With our continuous updates of our features and capabilities, we want to keep you updated. Click below to see the most recent updates to our portal - including the update to Rollover Ready (previously known as Rollover Analyzer).
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Expertise in PEPs & MEPs
Ameritas Retirement Plans can help grow your practice with open-architecture solutions, actionable technology, and deep domain expertise with PEPs and MEPs.
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Investment-based Retirement Income
DC plans have access to a variety of readily available capital-markets-based fixed income options that can both enhance income generation, but also continue to manage drawdown risk.
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Events

Wealth@Work Conference
For those attending the Advisor2x event in National Harbor, MD, we are excited to announce that our very own SVP of New Business Development, Jesse Taylor, will be hosting a session on "How to Build a Modern Sales and Marketing Process" from 11:00 - 11:30 AM, October 16, in Baltimore 3-4. We will also be awaiting your visit at Tables E30 & E31.

Digital Sessions

The Power of Partnership in a Changing Environment
Tuesday, October 17 at 10am PT
Take Our Hand -->

Back to School Digital Webinar Series: #4 Target Date Tutor
Wednesday, October 18 at 10am PT
Get Ready to Learn -->

Back to School Digital Webinar Series: #5 AP Advisor Marketing
Wednesday, October 25 at 10am PT
The Teacher is Waiting -->

Cultivating Durable Loyalty?
Tuesday, October 31 at 10am PT
Register Now-->

Marketing Resources

RPAG Rollover Ready (formerly Rollover Analyzer)
RPAG Services
View Here -->