Who owns this product/service? Several companies have come together to create and distribute this product. It's a partnership among The Retirement Corporation of America, (see Form ADV) a Registered Investment Advisory Firm, the Professional Education Institute, an adult- education training firm with significant experience in helping consumers set financial goals, and Diligent Partners, a company that develops technology for financial services companies. Back To Top Who is providing the online technology? Diligent Partners. Back To Top You are not a well known name. And you are competing with many well-known brands in very competitive financial services industry. How do you break through all the competition to reach customers? We are offering a product that's so compelling for the individual investor that as word spreads, we are confident that Money Masters will become a well-known and well-respected name for investors. Back To Top How do you establish credibility in the marketplace? The partners that have put together this product already are credible players in financial services. And Money Masters has a credible performance record. We simply have to get the word out about this compelling product. Back To Top How did this product come together? The impetus for this product came from Dan Kiley, CEO of the Retirement Corporation of America, which is based in Cincinnati. The Retirement Corporation of America has a 20-year track record of providing individuals with sound investment advice. But Dan was always a bit puzzled throughout his financial services career by how often he encountered individuals willing to accept poor returns on their portfolios. And he also saw that investors looking for help were unsure about where to go for credible, affordable and independent investment advice. He created Money Masters to address those issues. The end goal of Money Masters is to offer a richer life for every American. Back To Top