Aspire Financial Services Introduces TPA Playbook for Success

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Third-Party Administrators Partnership Program receives digital Playbook to drive competitive advantage

“Aspire supports TPAs 100%,” according to Lara Hise, Director of TPA Services. “From day one, Aspire’s philosophy has been to support the success of our TPA partners."

Aspire Financial Services, a leading service provider of smart retirement solutions, is pleased to announce the release of its TPA Playbook for Success, designed to drive competitive advantage for our TPA partners. The Playbook is one of many proprietary, value-driven tools Aspire offers to members of its TPA Partnership program. The program focuses on helping TPAs grow business through extended online resources utilized by thousands of stakeholders in the retirement planning community.

The Playbook is delivered as a password-protected digital edition for easy access and engagement across any smart device. Members will receive regular installments that will continually deliver smart perspectives, thought-provoking ideas, leverage-selling models, partnership advantages, and tools to leverage in the marketplace using open-architecture solutions. This information will always be viewable via the digital edition and also can be downloaded. An automatic email notification alert will be sent when installments of the Playbook are ready for review.

According to Pete Kirtland, Aspire’s President and CEO, “The company’s commitment to excellence has positioned us in the industry as an approved provider of smart retirement solutions through many channels—all of which can be leveraged to generate more business. The Playbook introduces TPAs to these channels and illustrates how to optimize open-architecture plan designs and strategic relationships to generate more business.”

Aspire’s experience and commitment in the industry offers a unique collaborative TPA-focused model that provides critical insights to linking to key strategic relationships that create business value, as well as delivers education and training materials, sales and marketing tools, and a collection of leverage-selling guideposts specifically geared to the TPA community.

“Aspire supports TPAs 100%,” according to Lara Hise, Director of TPA Services. “From day one, Aspire’s philosophy has been to support the success of our TPA partners. Introducing the TPA Playbook for Success is a strong sign of our dedication and support for our TPA partners.”

Aspire—Delivering Smart Retirement Solutions
Aspire Financial Services, LLC is a leading service provider of smart retirement solutions. Serving the industry for over 12 years with a conflict-free, open-architecture retirement planning management system, Aspire offers the most extensive capabilities nationwide for all plan types [401(k), 403(b), 457, IRA, and Defined Benefit] and all retirement plan stakeholders. Aspire provides a best-in-class technology-enabled portfolio of pre-defined or highly customizable smart retirement solutions with private-label branding options through its proprietary technology platform and strategic partnerships. Aspire links the retirement planning community together to deliver smart solutions for any plan type independent of average account balance or plan size—enabling our partners and customers with strong economic value and competitive advantage through a cost-effective transparent pricing structure and fully built operational model. To learn more about Aspire’s unique capabilities that deliver smart retirement solutions, visit or call 866.634.5873.

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Shelia Reed
Aspire Financial Services
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