Check out the PlanGen Pro distribution designed for independent Advisors and TPAs who need plan quotation tools, and would benefit from the assistance of trained plan designers.
Comprehensive Advanced Benefit Planning
Optimized Plan Designs are the just the beginning. PlanGen has access to a network of Financial Product Providers and Benefit Plan Administrators so we can facilitate turn-key service solutions.
Questions Answered
If a successful business owner has questions about how to do better and contribute more when planning for retirement, we have the tool to deliver the answers. PlanGen offers custom designed Small Group Training sessions that focus on filling specific knowledge gaps and providing the tools advisers need for above average planning jobs.
Benefits Engineered
PlanGen distills decades of pension and welfare benefit planning experience into a simple and effective system. Actuarial analysis and intelligence on-demand for optimized, efficient scenario generation.
Easy Online Processing
PlanGen Subscriptions, Professional Training, Fee Based Consulting for Businesses. We want to empower the people who need advanced benefit planning knowledge, and share the potential of what they can build with it.
Connect with Clients
Communicate helpful information and provide valuable resources with PlanGen Professional Identity Pages designed to make it easier for business owners to find and connect with advanced market advisers.
Request A Case Study Max PLan Comparison
Compare top line numbers from
profit sharing, defined benefit, and fully insured plan designs
which have been optimized specifically for your clients' scenarios.
Learn more about advanced benefit plan strategies.