About Us

RPA Insurance and Retirement Income Solutions was formed to help people with the information they need to obtain the most desired benefits for their retirement security. We are a network of agents and advisors trained to offer retirement security solutions to individuals and groups across the United States.

RPA Insurance and Retirement Income Solutions offers fully insured products with guarantees of principal and income that cannot be outlived. We want to educate people so they are able to prepare for an ideal retirement.

Our team includes associates who have earned the Chartered Life Underwriter, Chartered Financial Consultant, and Certified Financial Planner designations. Together we can provide you with unsurpassed expertise and guidance in the areas of estate and retirement analysis, investment and portfolio analysis*, pensions and employee benefit plans, disability income insurance coverage, executive compensation and business insurance plans. 

Our planning strategy involves four basic steps:

  • Analysis - We conduct in-depth interviews to assess each client's situation and determine his/her long-term goals.
  • Development - We combine the information acquired through analysis with our knowledge of today's financial markets and the products currently available to develop a plan that is designed to help the client meet his/her goals within the agreed upon timeframe.
  • Implementation - At the client's direction and working in concert with the client's attorney and accountant, we execute the plan we've developed, making necessary adjustments in light of changing circumstances and product availabilities.
  • Review - In accordance with the plan we developed, we periodically review the client's program to modify, adjust or enhance our activities to keep the financial program firmly on track.

We support our Associates' knowledge and experience with:

  • Continuing education
  • Additional certifications and accreditations
  • Aggressive recruitment of the industry's top professionals
  • In-depth investigations of all new financial products

Copyright © 2009 RPA Insurance and Retirement Income Solutions. All Rights Reserved.

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