MARKETING & SALES SUPPORT

At The Retirement Advantage (TRA), we support thousands of financial advisors across the United States. We know, as you do, that building long-lasting relationships takes trust, hard work, commitment and extraordinary customer service. When a financial advisor chooses to work with us, we work tirelessly to deliver high-quality, efficient and effective solutions that will not only enhance your relationships, but help you close new business.

The TRA team provides the following sales & marketing support to all of its financial advisors:

  • In-depth knowledge of investment platforms
  • Unbiased product selection and competitive analysis
  • Innovative plan design and consulting
  • Side-by-side illustrations
  • Field support and closing presentations
  • Free proposals
  • Free illustrations
  • A seamless installation and conversion process

We offer each financial advisor a dedicated client relationship manager that will act as a concierge to all aspects of our operations. If you or your client is in need, our knowledgeable, responsive and dedicated client relationship managers will be your first call. They have the technical knowledge and executive resources necessary to ensure that your questions are answered and your interests are protected.

We believe that, as your business grows, so will ours. Become a TRA partner today.

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