Let's plan your brighter future!
Let's plan your brighter future!
We’re all about empowering educators! Our dedicated professionals specialize in serving public employees such as teachers, professors, and even campus security guards. We’ve established a vast network of approved vendor contracts within employer 403(b) plans, giving us the ability to enroll participants, select investment allocations, and even directly bill the 403(b) plan.
We take care of all your marketing and prospecting, leaving you with the opportunity to focus solely on educating clients.
We'll book up to 15 appointments a week, boosting your business and connections!
Experience the ease of helping clients over Zoom through our virtual platform, all from the comfort of your home.
You have the option to engage in fee-based financial planning with our AUM custodians or insurance carriers.
Maximize your earnings! Our commission structure and AUM payouts appreciate your hard work from day one!
Team up with a firm that supercharges your workflow! At Teacher Retirement Agency, appointments are self-booked by the client. This means you can focus on helping clients instead of spending time calling lots of people
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