Ease Of Use + Training:
“The first time I generated a complete 412(i) proposal, it took me less than 10 minutes.
The 3-step process was well thought out and very easy to follow, and I learned a lot from the warnings and suggestions made by the system.”
Michael C. DiPiazza, CLU VP - Marketing,
Life Operations The MONY Group
"Late New Year's Eve morning a client called to find out, ‘is that pension deduction program still available for this year end ?’
Thanks to the TPA and speed of the PlanGen System, I had the case sold by 6pm including two plan revisions.
I have never experienced turnaround times like this for any qualified program. Case Closed. I'm sold and so is the plan."
Jeffery Lazarus, RFC
Lazarus and Associates Southfield, MI
Efficient & Immediate:
“PlanGen’s Sec. 412 proposals have made producer support a very easy job for our Advanced Sales Support Team. If a producer needs help editing a proposal we can work together and make adjustments on-line while we have him on the phone. The changes made at the home office are instantly reflected in the plan proposal and life insurance illustrations.
Agents can access their proposals and illustrations anywhere, anytime. No more waiting for the hard copies to be mailed.
This saves our producers time and saves Lincoln the considerable expense associated with over-nighting all these documents.”
Michael Schulitz CFP AVP Life Strategist
Lincoln Life Insurance Company
“...The tables and charts in the proposals make it easier for an employer to decide which plan type best suits his or her needs.
The platform makes the plan installation process faster and easier for all parties.”
Dane Mitchell, President Security Administrators,
TPA for Security Mutual Life
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