Successful Small Business.
The Future Of Professional Plan Design,
Illustration & Management Is Already Here.
It's called PlanGen.
Retirement planning can be a complicated enterprise and the most efficient solutions are not always readily apparent. PlanGen provides high-quality plan information in formats that are easily understood, and can be quickly regenerated to compare design scenarios.
Platforms are continuously updated to provide solution optimizations and adjust to changing asset growth rates.
Web Based Solution
No need to wait days or weeks for a proposal to come from an Actuary. PlanGen has developed extensive actuarial tables and methods to quickly analyze and illustrate personalized planning options.
Design rules developed and maintained, beginning 2002 ensure that solutions are tax-code compliant and meet or exceed financial best-practices.
Communication & Collaboration
24/7 access allows business owners and their financial advisers to quickly design appropriate solutions at any time and generate the case study materials that can help them plot the optimal path to a more secure retirement.
R & D and ROI
Maximizing retirement income planning through the integration of optimization routines with guaranteed-outcome life and annuity products.
Let's Chat About Your Business and Your Future.
Green Mountain Commerce Center
768 South Main Street
P.O. Box 418
Bethel, VT 05032