Single Participant Census Entry
Unlimited Plan Designs
Multiple Presentation Formats
Progressive Information Sharing
The fundamental concepts of advanced benefit planning are fairly simple. Crafting and designing a plan best suited for the situation requires more rigor, and PlanGen can handle that part. A multi-tiered approach to illustrating the scenarios, using accessible language, and graphical support, facilitates discussions from the high-level to the granular. The nuts and bolts data of a plan design is ported into executive summaries for concise top-level review, extended slide presentations to elaborate on concepts, and expert level documentation to satisfy tax and accounting professionals.
We all process and retain information better when graphic elements convey important values and ideas. Compact, high level concept documents, with custom client data embedded, state the case for intelligent planning. A simple and elegant way to open conversations .
PowerPoint remains a dominant presentation format, so PlanGen delivers client specific data via slide sets to communicate plan concepts. We can co-develop templates based on a company's current sales and marketing designs, and producers can start sharing the knowledge through a familiar vehicle.
Custom .PDF Illustrations
PlanGen's original version was a comprehensive 412 plan illustration including a company census, plan cost/benefit analysis, tax implications, retirement strategies, and financial product ledgers, in n industry standard format. Now, all of our benefit programs include such features, wrapped inside our client's customized proposal designs.
Since 2002, PlanGen has been working with our RMC Group partners to empower advisors and deliver life and annuity products from institutions such as Travelers Life and Annuity, MetLife, AXA/MONY, New York Life, Lincoln Benefit Group, National Life Group / Life of the Southwest, Lafayette Life, Penn Mutual and Security Mutual Life of New York.
The features, speed, management tools, activity analytics, ease-of-use and cost-efficiency of PlanGen are completely unique in the industry.