TPA Forum

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TPA Forum

• "New Marketing Opportunities for Growing Your
  Business"
• Cindy Villa
• Director, Producer Channel Communications

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Growing Your Business

• Tactics without strategy
• is the noise before defeat
• - Sun Tzu

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Growing your Business

• Transamerica Retirement Services can help you
  grow your business by bringing focused strategies
  and new marketing opportunities your way.
• HOW ?

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Growing Your Business

• Transamerica TPA Preferred Program
• Pilot Program began February 2005.
• Met with 5 TPAs throughout the United States to
  develop customized marketing plans for their
  firms.
• This program promotes partnership between
  Transamerica and the TPA. We are committed to
  supporting your efforts to grow your retirement
  plan business

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TPA Preferred Program

• Being Preferred has its perks! A Prestige
  Marketing Team including a personalized
  Marketing Consultant.
• Success has it standards!
• A customized strategy and Plan to identify and
  include
• Clearly defined Objectives and Goals for your
  firm
• Identify the Competition
• Positioning Statement
• Business Model
• Targeted Prospecting
• Marketing Communication strategies
• Create customized marketing collateral based on
  strategies
• Implement a Marketing campaign

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The Pension Group - Marketing Strategy

• Focused at brokers and financial professionals to
  better educate them on the added value a TPA can
  bring to the sales process, ongoing support, and
  retention of clients.
• Positioning Statement
• We can help you grow your bottom line by
  providing your clients with quality, state-of-art
  recordkeeping and administrative services. We
  recognize how important it is for Financial
  Professionals to be equipped to satisfy their
  clients retirement plan needs. As such, we are
  committed to supporting your business and helping
  you succeed in the retirement marketing place.

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The Pension Group, Irvine CA

• DID YOU KNOW - postcard mailing campaign
• 3 mailings - to be mailed every two weeks with a
  new sales tip.

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The Pension Group - Irvine, CA

• Broker Introduction Kit
• Customized co-branded Broker Brochure

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The Pension Group - Irvine, CA

• Specialty Department Flyers
• Advanced Plan Design Services
• Education Programs
• Innovative Technology

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The Pension Group - Irvine, CA

• 401(k) Sales Champion Training program
• A team approach lead by Chris Barlow, TRS
  Sales Consultant and TPA to train brokers how to
  better equip themselves to sell and be successful
  in the 401(k) market place.
• Planning
• Prospecting
• Profiling
• Organization Delivery of Sales Presentation
• Implementation
• Ongoing Service Retaining the Relationship

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REPTECH - Marketing Strategy

• Positioning Statement
• REPTECH can help you grow your business,
  expand your sales opportunities and solidify
  relationships with your existing clients.
• We can provide you with the tools you need to
  meet every clients diverse retirement needs.
• With REPTECH on your side youll be able to
  offer unmatched administrative and plan design
  expertise.

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REPTECH - Denver, CO

• DID YOU KNOW - postcard mailing campaign
• 3 mailings - to be mailed every two weeks with a
  new sales tip.

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REPTECH - Denver, CO

• Customized Broker Brochure Customized
  Worth A Look

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TPA Preferred

• Official Launch Date for TPA Preferred
• January 2006
• Criteria Qualification
• Notification

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