Marketing, Consulting, Design, and Third-Party Administrative Tips for Financial Products.

Split Funded Defined Benefit Pension Plans
Who Are The Prospects and How to Talk to Them About These Plans

21st Century Retirement Planning
Overview of Split Funded Defined Benefit Plans – Part 2
A Seminar for Financial Advisors and Certified Public Accountants
Leading this Webinar Series is PensionQuote Inc’s., Chief Compliance Officer and General Counsel, Peter Lash, JD

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.


Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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