Marketing Groups

stock-photo-group-of-business-people-busy-discussing-financial-matter-during-meeting-109374251Problem:
We want to increase sales in the pension market and attract new members without increasing overhead.

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

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Problem:
We need fresh ideas to motivate existing brokers, maintain retention, and attract new members.

Solution:
Your brokers will be motivated by creative designs. We don’t expect the brokers to be experts in the pension field – we prepare client-friendly proposals and, if desired, present it with the agent/broker to the client and/or the tax advisor.

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Problem:
We need help rolling out these new strategies with our nationwide phone conferences and seminars.

Solution:
PensionQuote has developed a comprehensive seminar series, appropriate for novices as well as sophisticates. Our specialists consistently receive rave reviews from brokers and home offices for their participation in national conference calls or seminars that produce results.

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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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