RPAG
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Lesser-Known Strategies to Improve Advisor and Client Outcomes
Inspira Financial relentlessly pursues better outcomes for all including both advisors and their clients. Join Jay Breitenkamp and Mike Kelly to learn lesser-known ways advisors can deliver additional value to clients in the ever-changing regulatory environment. They’ll cover topics from plan terminations to cash out limits and emergency savings plans. They’ll also look ahead to 2025 and beyond.
RPAG: rpag.com
Get Started: www.rpag.com/contact-us
More information: insights.rpag.com
#retirementplanadvisorygroup #rpag #401k #403b #financialprofessional #clients #regulatorychanges #retirementadvisors #planadvisors #advisorygroup #retirementplanning #planterminations #planrollover #401krollover #cashoutlimits #emergencysavingsplans
มุมมอง: 1

วีดีโอ

Navigating the Post Election Investment Landscape
มุมมอง 34 ชั่วโมงที่ผ่านมา
The recent election has left many investors wondering what the future holds for the capital markets. Join us for an insightful webcast where AB’s Walt Czaicki, Senior Investment Strategist-Equities, will discuss the potential impact of the new administration on the economy and the markets. He will explore the current economic landscape, which boasts positive economic growth, falling inflation a...
RPAG Advisor Portal
มุมมอง 317 ชั่วโมงที่ผ่านมา
Retirement plan advisors juggle countless fiduciary duties, making efficiency a must. RPAG’s Advisor Portal streamlines your practice with instant access to client data, investment performance, fees, and more-all in one place. Integrated with powerful reporting tools, it helps you benchmark fees, analyze investments, and document fiduciary decisions effortlessly. Simplify your workflow and focu...
Strengthening Your Client Servicing Tactics
มุมมอง 79 ชั่วโมงที่ผ่านมา
Join our Chief Relations Officer and one of our Advisor Service Associates as they share strategies for building and nurturing long-lasting relationships with plan sponsors in the retirement plan advisory space. In this session, we will cover: Proactive and Personalized Communication: Discover how consistent, tailored interactions-like quarterly check-ins and thoughtful updates-can build trust ...
Great Gray | Redefining Client Service
มุมมอง 1319 ชั่วโมงที่ผ่านมา
Learn how generational differences impact retirement readiness, why Millennials and Gen Z are ahead in savings, and how phased retirement can help Baby Boomers transition smoothly. Discover actionable strategies for financial advisors to connect with clients on a deeper level, from addressing lifestyle changes in retirement to making complex financial concepts accessible with creative storytell...
Yield is Destiny | Featuring PGIM
มุมมอง 4214 วันที่ผ่านมา
The post-pandemic world has ushered in a new chapter for Fixed Income investing. As global growth, inflation, and interest rates continue to moderate, the Federal Reserve appears to be moving off its prolonged pause, creating potential opportunities for investors. With yields remaining elevated, bonds are offering more attractive risk-adjusted returns than stocks, setting the stage for a favora...
December 2024 RPAG Scoop
มุมมอง 13314 วันที่ผ่านมา
With 2024 wrapping up this month, we are looking ahead to the future of RPAG and the retirement industry as a whole. In the December edition of The RPAG Scoop, we are taking a look at upcoming RPAG events and the role that mid-cap investments could have in retirement plans. Key Moments: 00:00 (December 2024 RPAG Scoop) 0:49 (Upcoming 2025 Events) 3:16 (Don't Ignore Investing's Middle Child) RPA...
How to Win Business Using Target Date Fund Suitability
มุมมอง 2128 วันที่ผ่านมา
How to Win Business Using Target Date Fund Suitability
How RPAG Can Help Build Your Book of Business
มุมมอง 27หลายเดือนก่อน
How RPAG Can Help Build Your Book of Business
Paul Heitzkey | Boost Client Value Using RPAG CITs
มุมมอง 10หลายเดือนก่อน
Paul Heitzkey | Boost Client Value Using RPAG CITs
11th Annual Retirement Savers Survey - Changing Viewpoints
มุมมอง 53หลายเดือนก่อน
11th Annual Retirement Savers Survey - Changing Viewpoints
Ron Church | How RPAG Became Ironwood’s Secret Weapon for Success
มุมมอง 11หลายเดือนก่อน
Ron Church | How RPAG Became Ironwood’s Secret Weapon for Success
November 2024 RPAG Scoop
มุมมอง 114หลายเดือนก่อน
November 2024 RPAG Scoop
Kevin Grant | How RPAG Supercharged Our Growth
มุมมอง 22หลายเดือนก่อน
Kevin Grant | How RPAG Supercharged Our Growth
Basam Malik | RPAG Partnership Assists with Raymond's Success
มุมมอง 11หลายเดือนก่อน
Basam Malik | RPAG Partnership Assists with Raymond's Success
The Case for Value: PIMCO's Differentiating RAE Process
มุมมอง 56หลายเดือนก่อน
The Case for Value: PIMCO's Differentiating RAE Process
Q4 2024 Fiduciary Hot Topics
มุมมอง 70หลายเดือนก่อน
Q4 2024 Fiduciary Hot Topics
RPAG Sales Lightning Round 2024 | Top Sales Strategies
มุมมอง 43หลายเดือนก่อน
RPAG Sales Lightning Round 2024 | Top Sales Strategies
Thank You for Supporting Canine Companions and Changing Lives!
มุมมอง 72 หลายเดือนก่อน
Thank You for Supporting Canine Companions and Changing Lives!
Cortney Milner | How RPAG Transformed Our Practice
มุมมอง 162 หลายเดือนก่อน
Cortney Milner | How RPAG Transformed Our Practice
Q3 2024 Market Review
มุมมอง 1382 หลายเดือนก่อน
Q3 2024 Market Review
Latest Trends in Digital Marketing | Jesse Taylor
มุมมอง 922 หลายเดือนก่อน
Latest Trends in Digital Marketing | Jesse Taylor
Back to School Series | RFP Benchmarking 101
มุมมอง 312 หลายเดือนก่อน
Back to School Series | RFP Benchmarking 101
The Income Man | Jeff Elvander
มุมมอง 472 หลายเดือนก่อน
The Income Man | Jeff Elvander
Access Exclusive Benefits and Solutions with RPAG Partner Services
มุมมอง 92 หลายเดือนก่อน
Access Exclusive Benefits and Solutions with RPAG Partner Services
Bryce Sowitch | My 15-Year Journey with RPAG
มุมมอง 92 หลายเดือนก่อน
Bryce Sowitch | My 15-Year Journey with RPAG
Back to School Series | Sales and Marketing 101
มุมมอง 162 หลายเดือนก่อน
Back to School Series | Sales and Marketing 101
Trends in Advisor Compensation | Luke Vandermillen Jr.
มุมมอง 642 หลายเดือนก่อน
Trends in Advisor Compensation | Luke Vandermillen Jr.
Happy 50th Birthday ERISA!
มุมมอง 182 หลายเดือนก่อน
Happy 50th Birthday ERISA!
October 2024 RPAG Scoop
มุมมอง 792 หลายเดือนก่อน
October 2024 RPAG Scoop

ความคิดเห็น

  • @Kevin-i6q4f
    @Kevin-i6q4f 12 วันที่ผ่านมา

    Great analysis, thank you! Could you help me with something unrelated: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?

  • @exploreyourdreamlife
    @exploreyourdreamlife ปีที่แล้ว

    Your breakdown and navigation through RPAG portal was a game-changer for me. Thanks for your clarity! Liked and Subbed!

    • @rpag401k
      @rpag401k 11 หลายเดือนก่อน

      Thank you! We appreciate you!

  • @mitchellshields9904
    @mitchellshields9904 ปีที่แล้ว

    Promo_SM

  • @jmrutledge9110
    @jmrutledge9110 ปีที่แล้ว

    The former. This has been a good fund for me since rates began rising. Like the safety.

  • @onlywenilaugh6589
    @onlywenilaugh6589 ปีที่แล้ว

    In simple man's terms, the stable value fund is as close to a guarantee to not lose money as you can get in a 401k right? So they can go up with stock market and simply not go up if market goes down right? Or can stable value lose the money that it gained when market is down but never lose initial principal?

  • @billpierce9897
    @billpierce9897 2 ปีที่แล้ว

    🍀 𝕡𝐫o𝕄o𝔰𝓶

  • @gsummers1150
    @gsummers1150 2 ปีที่แล้ว

    ᎮᏒᎧᎷᎧᏕᎷ

  • @sveingustafson5120
    @sveingustafson5120 2 ปีที่แล้ว

    p̲r̲o̲m̲o̲s̲m̲ ?