risk transfer advisory group

fueling your growth

honoring your legacy

We deliver what matters most through authentic connections and relentless accountability

WHAT IT MEANS TO BE AN RTA PARTNER

we're better Together

THIS IS YOUR OPPORTUNITY

What if you could keep operational control, but de-risk and take some chips off the table while becoming part of a network of insurance agency owners that all want to see each other succeed? We invite you to explore our unique model and learn how your agency can benefit from our foundational service model.

collaborate

Join a tribe of collaborative, like-minded entrepreneurs with an understanding of the power in partnerships.

operationalize

Embrace technology to eliminate manual tasks, automate sales and marketing, measure performance, and spend more time with clients.

grow

Achieve organic growth rates of 60% or more through capital investment and the strategic guidance we provide.

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Learn the story about how and why RTA was formed from Zain, our visionary CEO.

We truly exist to serve you and your team

Empowering Agency Growth Through Servant Leadership

Servant leadership is at the core of RTA’s strategy and propels insurance agency growth by combining strategic equity partnership, personalized capital infusion, and dedicated operational support, fostering a thriving environment where empowerment drives success.

GET TO KNOW

ZAIN HASAN, CEO

We truly exist to serve you and your team

Empowering Agency Growth Through Servant Leadership

Servant leadership is at the core of RTA’s strategy and propels insurance agency growth by combining strategic equity partnership, personalized capital infusion, and dedicated operational support, fostering a thriving environment where empowerment drives success.

Zain_Hassan_Video-Thumb_500x750-x2

Learn the story about how and why RTA was formed from Zain, our visionary CEO.

GET TO KNOW

ZAIN HASAN, CEO

we want to help you preserve your legacy

legacy is so much more than WHO YOU ARE TODAY

Your legacy isn’t just what you’ve built, it’s the impact you leave behind. As an entrepreneur, your journey holds the potential to shape futures, empower employees, and create lasting change. Whether it’s passing the torch to family, or being remembered for your remarkable achievements, your legacy is a testament to your dedication and should be celebrated.

GET TO KNOW

Dennis Pauls, cfo

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Understand why respecting legacy is a core value of RTA from Dennis, our inspiring CFO.

we want to help you preserve your legacy

legacy is so much more than WHO YOU ARE TODAY

Your legacy isn’t just what you’ve built, it’s the impact you leave behind. As an entrepreneur, your journey holds the potential to shape futures, empower employees, and create lasting change. Whether it’s passing the torch to family, or being remembered for your remarkable achievements, your legacy is a testament to your dedication and should be celebrated.

Dennis_Pauls_Video-Thumb_500x750

Understand why respecting legacy is a core value of RTA from Dennis, our inspiring CFO.

GET TO KNOW

Dennis Pauls, cfo

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Discover what purpose-driven & people-first really mean from Scott, our motivating COO.

WE CARE ABOUT YOUR BUSINESS AND YOUR EMPLOYEES

A PURPOSE DRIVEN PEOPLE FIRST APPROACH TO SUCCESS

We care deeply about your business and your team. Our purpose-driven, people-first approach to success means we prioritize your employees, making sure they feel valued, welcomed, challenged, and supported. All of this coupled with our commitment to operational excellence and optimal financial performance, ensures a holistic and prosperous journey forward.

GET TO KNOW

scott carter, coo

WE CARE ABOUT YOUR BUSINESS AND YOUR EMPLOYEES

A PURPOSE DRIVEN PEOPLE FIRST APPROACH TO SUCCESS

We care deeply about your business and your team. Our people-first, purpose-driven approach to success means we prioritize your employees, making sure they feel valued, welcomed, challenged, and supported. All of this coupled with our commitment to operational excellence and optimal financial performance, ensures a holistic and prosperous journey forward.

Scott_Carter_Video-Thumb_500x750

Discover what purpose-driven & people-first really mean from Scott, our motivating COO.

GET TO KNOW

scott carter, coo

WE URGE YOU TO CHALLENGE THE STATUS QUO

fuel success by unlocking your agency's FULL POTENTIAL

With a dedicated focus on your sales team’s empowerment, combined with the precision of automated lead generation, our approach revolutionizes growth. Seamlessly unlock cross-selling opportunities through collaborative strategies and make strategic investments in your sales force. This robust process, perfected by RTA, embodies proven success, transforming agencies into thriving powerhouses.

GET TO KOW

LESTER MORALES, CGO

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Gain insight into RTA’s growth acceleration model from Lester, our dynamic CGO.

WE URGE YOU TO CHALLENGE THE STATUS QUO

fuel success by unlocking your agency's FULL POTENTIAL

With a dedicated focus on your sales team’s empowerment, combined with the precision of automated lead generation, our approach revolutionizes growth. Seamlessly unlock cross-selling opportunities through collaborative strategies and make strategic investments in your sales force. This robust process, perfected by RTA, embodies proven success, transforming agencies into thriving powerhouses.

Lester_Morales_Video-Thumb_500x750

Gain insight into RTA’s growth acceleration model from Lester, our dynamic CGO.

GET TO KNOW

LESTER MORALES, CGO

what makes US different

In a world where profit often overshadows purpose, RTA emerges as a beacon of difference. Our core values of a servant’s heart, trust, accountability, curiosity, and kaizen are more than just words – they’re the pillars that uphold our unique approach. Your agency’s legacy, your team’s growth, and your vision matter to us. With RTA, you’re not just a transaction; you’re a partnership on our shared journey toward meaningful success.

Servant's Heart

trust

accountability

curiosity

kaizen

partner stories

THE POWER OF COLLECTIVE STRENGTH

We don’t use the word ‘partner’ casually. We understand its significance and hold the shared journey near to our hearts. Our success is intertwined with your success, and united, we can harness the power of collective strength.

Meet Jim, RTA Partner and Principal at The Benefits Group.

Meet Bruce, RTA Partner and Principal at Insurance Planning Associates.

THIS IS YOUR TIME

LET'S START WRITING YOUR STORY

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