Insurance Companies

stock-photo-10215093-examining-graphs-with-other-people-on-backgroundProblem:
We need to increase sales in pension markets but we don’t want to increase overhead.

Solution:
There is no need to increase overhead. PensionQuote provides all proposal work on our proprietary software system that integrates with home office illustration software. Comprehensive third party administration provided with easy-to-follow instructions for agent/broker and client.

Problem:
We desire nationwide training, sales/marketing and seminar work to introduce the pension market to our brokers.

Solution:
PensionQuote has developed a comprehensive seminar series, appropriate for novices as well as sophisticates. Our specialists consistently receive rave reviews from field representatives, brokers and home offices.

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Problem:
We need fresh ideas to motivate our brokers and maintain retention with plan strategies that have a long shelf life, conform to regulations, and have universal appeal to prospects and existing clients.

Solution:
Your brokers will be motivated by our sales support and easy-to-follow pension installation procedures. We don’t expect the brokers to be experts in the pension field – we prepare the proposal and, if desired, we present it with the broker to the client and/or the tax advisor.

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Problem:
Your Company is interested in either developing new products for the pension market or revamping existing products that can be tailored to the pension market.

Solution:
PensionQuote, with more than thirty years of pension experience, can help guide you in product design.

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Problem:
How is management kept informed of brokers’ progress on case status, volume and activity with PensionQuote?

Solution:
Your managers, VP’s, 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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