Alan Valença Joins Retirement Alliance as Chief Marketing Officer

Throughout the first half of 2010, Retirement Alliance implemented several exciting initiatives in support of our firm's continued growth. A recent customer survey uncovered important new areas of focus while validating our emphasis on exceptional customer service (86% of our clients expressed high levels of satisfaction with our relationship); and we successfully completed a strategic sales and marketing plan to guide our expanded national reach.

Toward that end, we are pleased to welcome Alan P. Valença, CFP®, AIF®, ARPC as Chief Marketing Officer responsible for growing the sales department and enhancing the intermediary distribution networks of Retirement Alliance.

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For more than 15 years, Retirement Alliance’s primary corporate color has been “green.” Recently, we announced a corporate environmental policy to match.

Since late 2005, Retirement Alliance has worked to implement sustainable workplace practices with the goal of decreasing our corporate carbon footprint. This effort began with our “paperless office initiative,” which entailed the purchase of a secure imaging system to electronically archive all documents and forms, and dual monitor workstations to eliminate the need to print working documents. This two-pronged approach has allowed us to dramatically reduce our paper and ink consumption.

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