If you answer “yes” to following questions then you should definitely consider developing a partnership with the RetireAmerica Specialist in your area.

Are you looking to add new sources of recurring revenue to your practice   without large expenditures of time, effort or money?
Do you know any business owners and/or executives that have expressed   dissatisfaction with their 401(k) plans?
Are you looking for an excellent source of individual planning opportunities?

By working with RetireAmerica you will not only diversify your book of business but you will also gain access to an excellent source of potential clients. During each client engagement you will be working directly with the owners and top executives of the business.These are precisely the type of high net worth clients that many advisors spend countless hours and thousands of dollars trying to reach through various marketing techniques.

On each group retirement planning case we will do the heavy lifting with regard to proposing, implementing and servicing the plan thus allowing you focus on individual planning opportunities within the organization.

Click here to contact the consultant in your area for more information.

We encourage you to review the following list of Frequently Asked Questions in order to gain a better understanding of how we can work with you.

:: How does RetireAmerica get compensated on a case?

We work on a very straightforward and reasonable commission split basis. For specific details regarding our compensation arrangement please contact the RetireAmerica consultant in your area. Please remember that we work with other advisors on a purely discretionary basis.

:: Can you work with advisors from any firm?

No, the organizational structure of some firms prevents us from working with their advisors.

:: Is there a minimum case size requirement in order to have access to RetireAmerica's services?

There is no minimum requirement with regard to plan assets; however our consultants must be selective in terms of the work they take on. If you have a case that involves an existing plan with under $500,000 in assets or a start-up plan, then your designated consultant will make a determination based on his/her current work load. We encourage you to contact us regardless of the size of the case that you are working on.

:: What happens when cross-selling opportunities involving insurance, estate planning, IRA rollovers, etc. arise?

You are neither expected nor obligated to involve your RetireAmerica consultant in any individual planning opportunities that may arise from a given case. Our goal is to help you build your business in the group retirement planning market. One of the key benefits of working with a RetireAmerica consultant is that it will free up time that you can use to identify other planning opportunities. In certain situations we may be able to assist you with other planning opportunities but this would occur only at your request and under mutually agreed upon terms.

:: Who controls the client relationship?

Simply put, you will always be in complete control of the client relationship. The extent to which your RetireAmerica consultant interacts with the client is entirely at your discretion.