Paul Heitzkey | Boost Client Value Using RPAG CITs
The HWH Group shares why fully leveraging RPAG’s unique CIT investments is a game-changer for advisors. These CITs provide rare benefits for all parties involved: employers, participants, advisors, and RPAG itself. With RPAG doing the legwork, this “win-win-win” opportunity is a no-brainer for members. By offering these CITs, advisors can often cover or offset their costs, allowing them to stay competitive and bring added value to clients. Even a small effort to explore the platform can elevate your expertise and enhance your business approach.
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