“By adding income protection insurance to your practice, you can ensure your clients are protected so that an unexpected event, or disability, doesn’t derail their financial plans.” In a new ThinkAdvisor article, Tawni Johnson, IDI sales manager at The Standard, highlights the overarching reasons advisors should recommend income protection insurance to their clients.
“The onboarding and transition process can be daunting for plan sponsors, plan participants and advisors, but, with the right partners at the table, it doesn’t have to be.” In a recent @ThinkAdvisor article Joel Mee, senior director of Retirement Plan Sales at The Standard, shares his insight on why smooth transitions are important and how to ensure a positive experience for all parties involved.
In a recent article in RPA Convergence, powered by @InvestmentNews, Rob Baumgarten, vice president of Retirement Plan Sales at The Standard, highlights the growth trajectory of the small plan market and recommends how advisors can grow their business by providing plan sponsors with a platform that helps their plans thrive.
“Understanding TPAs’ strengths will help new and emerging advisors grow and maintain long-term relationships with clients while enjoying the benefits of having an expert partner in their corner.” In a recent @ThinkAdvisor article, Rita Taylor-Rodriguez, TPA sales director at The Standard, shares the unique value a TPA brings to partnerships with advisors and recordkeepers.