Premier Advisor Group
TRA is dedicated to partnering with financial advisors in all stages of their careers. Our goal is to help advisors grow and maintain their qualified retirement plan books of business through our vast array of tools and resources. TRA is excited to reintroduce our enhanced Premier Advisor Group which is designed to reward financial advisors who work with us in delivering best in class services to clients. Providing financial advisors with a competitive advantage, our Premier Advisor Group members enjoy specialized services, discounts, and exclusive access to products and services.
Benefits for Premier Advisor Group Members
- 50% discount on 3(16) implementation and base fee
- Dedicated Client Relationship Manager (CRM) for your book of business
- Unlimited plan design illustrations
- Unlimited plan document reviews
- Access to marketing team and support services
- Provide semi-annual scoreboard of book of business
- Periodic business development communication and education
- Annual recognition for being a Premier Advisor Group member
- Eligible for the TRA Advisory Council
- Annual survey regarding TRA services
How to Qualify for Premier Advisor Group
- Maintain a book of 15 or more plans with TRA or
- 5 plans sold in the current calendar year
* Upon qualifying, status will be recognized for the year of qualification and the next calendar year
To download this information, click here.
To learn more about the Premier Advisor Group, contact your local TRA Regional Sales Consultant.
To locate a consultant near you, click here or call 888.872.2364