Contact Us   |   Your Cart   |   Sign In   |   Join NIPA
Community Search
Step Strategic Marketing




Stay Ahead of the Competition with TPAtouchpoints and TPAproposal

Step Strategic specializes in developing marketing strategies and software technologies to help TPAs, just like you, reach and engage your advisor network on a consistent basis, so you can build relationships and grow your business...whether you are just starting out or have years of experience.

We are experts.  We work exclusively with TPAs. We understand the business.

Our goal is to help you become more effective, productive and profitable.

We are offering NIPA Members two new products, in support of NIPA’s mission to help you grow your revenue, streamline your processes and increase your productivity.


Need content to share with Advisors?

Access to our online membership site and community TPAtouchpoints.
Built exclusively for TPAs seeking a competitive advantage and access to a carefully-selected collection of industry resources. Time saving templates and content that’s recent and relevant to what your advisor’s need. Organized, categorized and consolidated all in one place.  

Benefits of TPAtouchpoints

  • 1 License Per Territory - Exclusive Community of TPAs

  • Group Coaching Calls….Hear What’s Working Now

  • Online Membership Site

  • Access 24/7.  Anywhere. Any Device.

  • 10 Categories of content

  • Browse, Select What You Need...and Share

More information here:


TPAproposal is a software service that quickly and easily generates professionally-designed proposals that format your plan information and illustrations beautifully!  Proposals that you’ll be confident to present to advisors and plan sponsors.

Benefits of TPAproposal:


  • Upgrade Your Proposal

  • Look More Professional

  • Your Content, Customized, Professionally Designed

  • Upload And Insert Illustrations With One Click

  • Save Time And Eliminate Busy Work

  • All Proposals Stored Online (Edit/View/Download)  

  • Win More Business

More information here:

NIPA Member Perks

$200.00 off TPAtouchpoints and/or TPAproposal (discount code: NIPA 2019).

Start by finding out how other TPA firms have embraced these NEW opportunities!


Need More Information?

For more information, please contact Andy Hudson directly at 404-388-5734 or





Association Management Software Powered by YourMembership  ::  Legal