The Principal Financial Group has launched the Third-Party Administrators (TPA) Value-Add Program, a suite of tools, training and resources for practice management, new business prospecting and retirement plan business education.
The Value-Add program offers tools and resources that help TPAs:
|- Prospect for new business
- Service existing clients
- Add value to existing relationships
- Implement best practices
- Create efficiencies in their practice
The Principal also offers financial professionals and TPAs:
|- State-of-the-art technology and services
- TPA relationship managers and directors of business development
- Total retirement solutions
- An investment platform
"Input from The Principal TPA Council and our years of experience working with TPAs guided the development of this new value-add program," said Jeff Schreiber, vice president of TPA business development at The Principal. "TPAs are continually striving to build their businesses, efficiently manage their practices and provide even better service to financial professionals and clients."
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
