Financial Advisors, Financial Consultants, Agents & Brokers

stock-photo-group-of-business-people-busy-discussing-financial-matter-during-meeting-109374251Problem:
I have a book of business but I know very little about qualified retirement plans. I need help identifying prospects.

Solution:
Call us and we will determine which clients/prospects best match the profile for a PensionQuote benefit plan.

Problem:
I am looking for a retirement plan design that provides the largest annual contribution for my client.

Solution: Call PensionQuote and ask us for our customized UltraComp™ Benefit Plan.

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Problem:
Is there a plan that provides a substantial tax deduction, desired life insurance coverage, and the ability for my client to direct some investments?

Solution: Yes, our UltraComp™ Plan may be the answer to your client’s complex needs.

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Problem:
I have a physician group of 25 doctors with 100 employees who have a 401(k) profit sharing plan. The doctors want to contribute at least $100,000 each to a plan and not increase employee cost.

Solution: Call and let’s talk about increasing doctor contributions considerably while containing employee costs.

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Problem:
I have difficulty explaining complex retirement plan strategies to clients and CPAs.

Solution: PensionQuote professionals are available for conference calls with the clients and their tax advisors. In many cases, we resolve concerns and receive the CPA’s approval on the phone.

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Problem:
I have clients in their 60’s and 70’s in need of large tax deductions but I believe they are too old for a retirement plan.

Solution: No client is too old as long as there is a business entity with annual earned income. Call us to discuss specifics.

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Problem:
My clients want to maintain their profit sharing plan and add a benefit plan to meet the needs of the key executives and owners.

Solution: With the proper design it may be possible to maintain the integrity of existing defined contribution plans while increasing owner contributions in a second plan.

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Problem:
I have clients with over-funded or frozen pension plans yet the clients are still looking for large contributions.

Solution: In many cases the over-funded or frozen pension plan can be revived and increased.

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Problem:
My clients are going to sell their business. Is a pension plan appropriate?

Solution: Call us to discuss how the pension plan may help facilitate the sale.

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Problem:
I have many clients that are structured as Sole Proprietors and I don’t think I can implement a plan.

Solution: Call us and we will help you understand how a pension plan can work for sole proprietors.

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Problem:
My clients want to protect their retirement assets from liability.

Solution: We will furnish your attorney or accountant the necessary information as to how these plans may be protected under pension guidelines.

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Problem:
I can’t wait two to three weeks to get a pension plan proposal.

Solution: With completed client information the usual turnaround time for straightforward pension proposals is only a few days. Complex designs may take more time.

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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