Email
Social Post
Social Post
Email
Social Post
Email
Social Post
Email 3
Subject line:
Uncover new opportunities. / Expand your network with [TPA firm name]
To add template content to email:
- Open downloaded .docx file
- Click Edit > Select All and Copy
- In body of new email, click Paste
Download file
Email 1
Subject line:
Elevate your plan design with expert TPA support
To add template content to email:
- Open downloaded .docx file
- Click Edit > Select All and Copy
- In body of new email, click Paste
Download file
Social Post 4
Post copy:
Financial advisors: SECURE 2.0 is a great opportunity to grow your practice. But it doesn’t come without challenges. That’s why advisors and plan sponsors are turning to expert third-party administrators for technical support—and peace of mind. Learn more about how I can help. Blog post: Building Your Practice: The Value of a Third-Party Administrator https://www.ascensus.com/resources/news-and-education/financial-advisor-support/blog/building-your-practice-the-value-of-a-third-party-administrator/ Flyer: Enhance Your Practice With Our TPA Services https://www.retsupport.com/resources/pdfs/TPA-Flyer-Bringing-Value-to-Advisors-CO-BRANDED.pdf
Two options for post image
Download image
Download image
Social Post 1
Post copy:
Financial advisors: Have you considered partnering with a TPA? I can help you deliver more value to your clients with an optimal plan design to improve outcomes. Learn more about how I can help. Blog post: Building Your Practice: The Value of a Third-Party Administrator https://www.ascensus.com/resources/news-and-education/financial-advisor-support/blog/building-your-practice-the-value-of-a-third-party-administrator/ Flyer: Enhance Your Practice With Our TPA Services https://www.retsupport.com/resources/pdfs/TPA-Flyer-Bringing-Value-to-Advisors-CO-BRANDED.pdf
Download image
Social Post 3
Post copy:
Retirement plan regulations are complex and constantly changing. That’s why smart advisors team up with an expert TPA. Learn more about how I can help you increase your value to clients. Blog post: Building Your Practice: The Value of a Third-Party Administrator https://www.ascensus.com/resources/news-and-education/financial-advisor-support/blog/building-your-practice-the-value-of-a-third-party-administrator/ Flyer: Enhance Your Practice With Our TPA Services https://www.retsupport.com/resources/pdfs/TPA-Flyer-Bringing-Value-to-Advisors-CO-BRANDED.pdf
Download image
Social Post 2
Post copy:
Looking to expand your network? Third-party administrators (TPAs) administer the majority of the country’s small and mid-size retirement plans. Learn more about how I can help you uncover new opportunities. Blog post: Building Your Practice: The Value of a Third-Party Administrator https://www.ascensus.com/resources/news-and-education/financial-advisor-support/blog/building-your-practice-the-value-of-a-third-party-administrator/ Flyer: Enhance Your Practice With Our TPA Services https://www.retsupport.com/resources/pdfs/TPA-Flyer-Bringing-Value-to-Advisors-CO-BRANDED.pdf
Download image
Email 2
Subject line:
Increase client retention with a TPA partner
To add template content to email:
- Open downloaded .docx file
- Click Edit > Select All and Copy
- In body of new email, click Paste
Download file
TPA Marketing Plan
Agency Ascensus
Created on September 23, 2024
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Transcript
Email
Social Post
Social Post
Email
Social Post
Email
Social Post
Email 3
Subject line:
Uncover new opportunities. / Expand your network with [TPA firm name]
To add template content to email:
Download file
Email 1
Subject line:
Elevate your plan design with expert TPA support
To add template content to email:
Download file
Social Post 4
Post copy:
Financial advisors: SECURE 2.0 is a great opportunity to grow your practice. But it doesn’t come without challenges. That’s why advisors and plan sponsors are turning to expert third-party administrators for technical support—and peace of mind. Learn more about how I can help. Blog post: Building Your Practice: The Value of a Third-Party Administrator https://www.ascensus.com/resources/news-and-education/financial-advisor-support/blog/building-your-practice-the-value-of-a-third-party-administrator/ Flyer: Enhance Your Practice With Our TPA Services https://www.retsupport.com/resources/pdfs/TPA-Flyer-Bringing-Value-to-Advisors-CO-BRANDED.pdf
Two options for post image
Download image
Download image
Social Post 1
Post copy:
Financial advisors: Have you considered partnering with a TPA? I can help you deliver more value to your clients with an optimal plan design to improve outcomes. Learn more about how I can help. Blog post: Building Your Practice: The Value of a Third-Party Administrator https://www.ascensus.com/resources/news-and-education/financial-advisor-support/blog/building-your-practice-the-value-of-a-third-party-administrator/ Flyer: Enhance Your Practice With Our TPA Services https://www.retsupport.com/resources/pdfs/TPA-Flyer-Bringing-Value-to-Advisors-CO-BRANDED.pdf
Download image
Social Post 3
Post copy:
Retirement plan regulations are complex and constantly changing. That’s why smart advisors team up with an expert TPA. Learn more about how I can help you increase your value to clients. Blog post: Building Your Practice: The Value of a Third-Party Administrator https://www.ascensus.com/resources/news-and-education/financial-advisor-support/blog/building-your-practice-the-value-of-a-third-party-administrator/ Flyer: Enhance Your Practice With Our TPA Services https://www.retsupport.com/resources/pdfs/TPA-Flyer-Bringing-Value-to-Advisors-CO-BRANDED.pdf
Download image
Social Post 2
Post copy:
Looking to expand your network? Third-party administrators (TPAs) administer the majority of the country’s small and mid-size retirement plans. Learn more about how I can help you uncover new opportunities. Blog post: Building Your Practice: The Value of a Third-Party Administrator https://www.ascensus.com/resources/news-and-education/financial-advisor-support/blog/building-your-practice-the-value-of-a-third-party-administrator/ Flyer: Enhance Your Practice With Our TPA Services https://www.retsupport.com/resources/pdfs/TPA-Flyer-Bringing-Value-to-Advisors-CO-BRANDED.pdf
Download image
Email 2
Subject line:
Increase client retention with a TPA partner
To add template content to email:
Download file