|Use NIPA's Business Owner Resources to Grow Revenue, Streamline Processes and Increase Productivity|
NIPA membership offers a variety of resources for TPA business owners. As a result, our members' revenue grows dramatically, processes are streamlined and productivity increases.
NIPA Growth Masters - Grow Your Revenue in 2015 and Beyond
Welcome to the singular, year-long learning program for owners and executive leaders on rapid revenue growth through fast, simple, no-cost techniques! Engineered for entrepreneurs and executives, by revenue growth consultant and advisor Alex Goldfayn, this program is designed to:
The first 30 registrants and the first registrant from your company, you will receive a $1,000 reduction in your registration fee thanks to John Hancock, Penchecks and Voya.
Step Strategic Marketing - Stay Ahead of the Competition with TPALink
Step Strategic Marketing specializes in developing technology and strategies to help you reach and engage Advisors. This new member benefit will support NIPA in its mission to help members grow revenue, streamline processes and increase productivity by providing access to the mobile sales tool, TPALink.
Cerulli Associates - Learn Industry Insights and Trends
Cerulli Associates is a leading research firm specializing in asset management and distribution trends worldwide. This new benefit will support NIPA in it's mission to help members grow revenue dramatically, streamline processes, increase productivity and develop life-long relationships.
By participating in Cerulli's annual, confidential survey, you will receive the aggregate results of the survey as well as a Cerulli Edge - Retirement Edition issue immediately upon submission. Cerulli will provide an analysis of the results through upcoming newsletters.
The NIPA B2B Exchange is a series of informal, yet structured, open forums for TPA business owners to share first-person accounts of success stories, best practices and tips to understand and manage business operational challenges you face as a TPA business owner. The NIPA B2B Exchange is an exclusive NIPA Business Owner Member benefit available at no additional cost.
NIPA's Customer Marketing Tools position your TPA firm as the go-to source for industry trends and retirement plan insight. Educate, provide value and earn credibility among your customer base by taking advantage of these tools - all included as part of your NIPA Business Owner membership.
All TPA Business Owner members receive instant access to the NIPA Customer Marketing Tools on NIPA.org!
NIPA is pleased to expand its TPA Business Owner Resources by offering exclusive access to the 401(k) Sales Champion Workshop©, an online, 401(k) sales and service training program that will allow your company to grow referrals and improve client services by providing financial advisers with valuable professional development.
This exclusive program is only available through NIPA! Don’t wait – only a limited number of licenses are available!
Errors & Omission (E&O) program in partnership with Heffernan Professional Practice Insurance Brokers (PPIB). Members will receive a 5% annual credit on their premium through this program. If your E&O insurance is $12,000 per year, your 5% credit back will be $600. This benefit alone will pay for your annual membership as a NIPA Business Owner.
In partnership with TF Campaigns, LLC, NIPA is pleased to offer an exclusive discount on a customized lead generation and marketing program. TF Campaigns produces customized lead generation for TPAs, utilizing a proprietary voice-over PowerPoint capability, distributed on behalf of the TPA using a unique e-mail delivery and reporting system. Regularly $1,000 per month, this service is available to NIPA members for only $700 per month — a 30% savings!
Click here to see a sample campaign.
Save on education expenses for you and your staff
As an approved ERPA education sponsor, NIPA is the most cost-effective source for year-round ERPA CPE. You and your staff can earn all the CPE you need on an annual basis through online certificate courses, the NIPA Annual Forum & Expo, designation programs and live and recorded webcasts. Save even more when you enroll your entire staff in NIPA's Webcast Package Program and our Group Tuition Program. These programs allow you to pre-pay educational expenses for you or your staff and achieve maximum savings.
In partnership with Thompson Publishing Group, NIPA is pleased to offer an exclusive discount on The 403(b)/457 Plan Requirements Handbook. Regularly $399, this book is available to NIPA members for only $279 — a 30% savings!
Enrollment in our FedEx Office discount program – discounts on copying, printing and general business services.
Questions? Email NIPA Headquarters or call 800.999.NIPA (6472).