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Qualified Plans 2017-11-16T14:29:42+00:00

Qualified Plans

If you’re not a registered representative and would like to increase your revenues by marketing small business retirement plans, we’ve got the product. We keep it simple. All we need is a census and we’ll design the perfect plan for your client.

You no longer need a Series 6 or 7 to sell small group qualified plans. In most states, there is no FINRA licensing necessary. No need to make investment recommendations.

You secure the census, we do the rest:

  • Plan Design
  • Documents
  • Complete Administration
  • Investment advice available through Morningstar

50 Plus investment options through an Unallocated Non-Registered Variable Annuity.

JUST HOW EASY IS IT TO SELL THIS PRODUCT?

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