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Insurance Agents University

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Cash Balance Plan TPA (US)
Hello All - I wanted to see if anyone has opinions on the best TPA to use when Life Insurance is a part of the funding strategy for a Cash Balance Plan? I like my current relationship, but they do keep a portion of the commission, and wanted to investigate other options. Thanks!!!
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Jason Dagley
1
5points to level up
@jason-dagley-3127
25 years of Retirement Plan Consulting - focusing more on Insurance

Active 12d ago
Joined Jan 20, 2026
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