Client Services
NTSA’s Winter Virtual —a complimentary event for NTSA members, Feb. 23–24, 2021—will provide a snapshot of the most pressing issues of the day, to belay your need for critical information until the NTSA Summit in June.
Topics will include:
the state of the retirement industry;
the post-...
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COVID-19 has been an accelerator for our business regarding adaptation, initiative and creativity.
During the shortage of masks, we were able to acquire a large supply of cloth face coverings. We made these available to our employees for their use and for passing on to clients and family. We also...
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Greetings and Happy New Year NTSA members, strategic partners and sponsors! I hope your holidays were filled with family, friends, joy and well-earned rest.
As we turn the page on the calendar, new challenges and opportunities await us in 2021. Just like 2020, continuing to thoughtfully and...
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COVID forced us to take a lot of actions and change our method of doing business; however, we have had over five years of preparation as events such as modest snowstorms close schools and wreak havoc from time to time. As our company began to grow five years ago, we realized we needed to make...
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During these difficult economic times, our team feels it is pertinent to reach out to all of our existing clients and help them understand what is actually happening with the state of this economy. There is a lot of misinformation, noise and confusion, which could easily lead a client to make...
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MarketBeat features a look at the insights American Retirement Association Director of Technical Education Robert M. Kaplan offered in “Ethics—It Is Never the Wrong Time to Do the Right Thing,” a refresher on the importance of ethics in conducting business and serving clients as a member of the...
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What strange and unusual times these are.
Our client base (school employees) have been home for many months. Their world, as for all of us, has been flipped upside down as to how to go about doing their respective jobs with any sense of normalcy. Schools are grappling with reduced budgets and...
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The NTSA has named the Honored Nominees for the NTSA 2021 Elite Advisor Award.
The NTSA Elite Advisor Award focuses on innovative, unique, profound and successful best practices for advocacy, leadership, practice management and legacy within the 403(b), 457 and ERISA nonprofit retirement industry...
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At a Nov. 10 meeting of the Oregon Retirement Savings Board (ORSB), the board voted to enter into termination negotiations with Ascensus to end the arrangement under which the firm has been the service provider for OregonSaves.
In an email to the NTSA Advisor, Michael Parker, Executive Director...
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In Segment II of the 20th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2015 Elite Advisor Lyle Uyeda, a financial advisor and Vice President of Chinen and Arinaga Financial Group, Inc. They discuss Uyeda’s business model.
In Segment I, NTSA Past President Randy...
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I am in the non-mask wearing, still hugging, praying for an end to COVID-life camp. Some of my clients join me in this sentiment, others don’t. To my dismay, hugs and handshakes were quickly replaced with fist and elbow bumps. Despite some of the shutdowns, I still came to my office each day...
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In Segment III of the 19th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2016 Elite Advisor Martin Arinaga, Senior Vice President of Chinen and Arinaga Financial Group, Inc. They discuss his community service, his efforts to support the community and what the NTSA...
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I as I reach out across the miles, I hope you and yours are safe. While many of us were together at the end of January enjoying Denver and visiting at the NTSA annual conference, little did we know that the world was about to turn upside down. Seems like a lifetime ago, doesn’t it?
Our clients...
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Your sales advisors are about to head out to do business. What would you tell them? Following are some responses from heads of practices and experienced advisors regarding their words of wisdom to those in the field.
Knowledge
They emphasized the importance of knowledge. “Be an expert in...
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In Segment II of the 19th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2016 Elite Advisor Martin Arinaga, Senior Vice President of Chinen and Arinaga Financial Group, Inc. They discuss transitioning to advisory succession planning.
In Segment I, NTSA Past President...
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At the start of publicity surrounding COVID-19, most clients didn’t take it seriously. As soon as the schools closed, it became obvious to our clients that this was a serious situation. Many of them were scared, and many continue to be afraid of what’s to come. Many of them haven’t left their homes...
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Recently, a client shared that she had already determined what her journal entry for Jan. 1, 2021 will be. “It will read… Thank God 2020 is in Hindsight,” she exclaimed! We shared a laugh and I complimented her; telling her how clever she was to turn that phrase like she did!
After our web...
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This is a rare time. And not just in ways we’ve focused on for seemingly ages—it’s a once-every-four-years time when we select a president. That has great implications for a host of things, including investments—which can affect retirement plans and participants.
And those effects are relevant to...
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Since COVID-19 lockdowns began about six months ago, interacting with customers has become more interesting than ever. In MarketBeat, Edward Dressel, President of RetireReady Solutions, writes that he has been listening intently, wanting to know what has helped some advisors continue to succeed in...
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In Segment I of the 19th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2016 Elite Advisor Martin Arinaga, Senior Vice President of Chinen and Arinaga Financial Group, Inc. They discuss his business background and practice.
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