Brokerage Firms and Financial Institutions

stock-photo-8278406-two-businessman-discussing-finance-and-stock-marketProblem:
We are always looking for fresh strategies that allow our financial advisor/consultants to bring new ideas to their clients.

Solution:
PensionQuote’s retirement plan designs tap into the client’s tax concerns: the desire for tax deduction, tax deferment and asset accumulation. Often, the client’s tax-favored contribution to a new plan is the largest continual flow of assets the financial advisor ever receives from the client.

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Problem:
How does PensionQuote help us to conform to our firm’s due diligence requirements for marketing materials and strategies?

Solution:
PensionQuote is sensitive to your company’s due diligence requirements and we work closely with your company’s counsel to review and resolve all issues.

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Problem:
How is management kept informed of our financial advisors/consultants or brokers’ progress on case status, volume and activity with PensionQuote?

Solution:
Your managers, executives, field representatives, or designees, will receive regular status reports of the brokers’ outstanding proposals and case status from inception to completion.

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.

Location

Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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