Problem:
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.