How TAG Resources became the largest end to end bundled retirement provider in the United States and how we helped.

It took Troy Tisue—the President of TAG Resources—some time to break through. Once he identified the issues, he implemented changes that nearly quadrupled plan count and ROI. Here’s how.

TAG makes a Rev8lation

Troy Tisue, a founder of the TAG, made a very important call back in 2018. TAG had always been outside the box in the industy but, he was going to try something different.

Rev8cobrand developed a system that spoke to TAGs downstream partners, inviting them to collaborate in a way that provided them the co-branded marketing collateral they needed to take their new program to potential adopters.


Encourage advisors to use TAG Resources as their TPA.


233 million 224 plans