Our Support Partners

Judge Us by the Company We Keep

There are a lot of qualified plan specialist around, but there are surprisingly few that actually strive for excellence. We have searched the qualified plan community to find those experts who stand above the crowd and are truly dedicated to providing creative plan designs, quality services and reasonable pricing. We are pleased to present our support partners:

ANICO – American National Life Insurance is one of our primary resources for qualified plans services. We chose them because:

Financial Strength

37 Separate and Distinct Investment Portfolios

5 Different Management Groups
Hundreds of Satisfied Plan Sponsor / Customers
History of Qualified Plan Innovation
State-of-the Art Technology
Budget Prices

ANICO is committed to the small business owner. Our partnership with them allows us to bring our clients: flexible plans, outstanding service and an impressive concentration of qualified plan experts.

Lafayette Life Insurance Company– is one of only carriers to be rated A++ by Best's and specializes in individual and employee benefit life insurance products. We chose them because:

Financial Strength

Broad Range of Separate and Distinct Investment Portfolios

Wide Selection of Management Groups
Availability of Indexed Products in 410k and 412i Plans
Hundreds of Satisfied Plan Sponsor / Customers
History of Qualified Plan Innovation
State-of-the Art Technology
Budget Prices

Lafayette Life has been a leader in small business qualified plans and is renowned for their plan innovation and administrative support.

Lincoln National - is an insurance group that provides a high quality Group Annuity. This products provides flexibility and expanded choices to our profit sharing and 401k plans clients.

ING - is a wholly owned subsidiary of the super strong ING insurance group. They provides us with a competitive and innovative stable of individual and employee benefit insurance products as well as an innovative Group Variable Annuity that taps the investment expertise of some of the nation's top portfolio managers.

United of Omaha - is a highly rated insurance carrier that provides extremely competitive payouts to our qualified clients. Specializing in benefit options and defined benefit termination funding, United of Omaha allows us to consistently offer some of the highest qualified plan payouts in the industry.

Law Offices of R. David Danzinger, P.C. - R. David Danzinger is the creator of Super-Flex Plan and the one person pension plan. His pioneering efforts in qualified plan design allow us to bring you cutting edge plan design and support technology. In situations where our clients need a ERISA attorney, David's firm provides a reliable resource and a proven quantity.

Pro-N-vest - is a Registered Investment Advisor (RIA) that offers goal-based assistance to retirement plan participants. As an independent third party advisor, ProNvest can help participants match their retirement goals to their investment performance. ProNvest offers both 'Do it yourself' assistance and total account management.

Third Party Expertise - Qualified plans come in many different varieties and structures. On the rare occasions that a client does not fit the experts above, we go outside our normal circle of experts and find the specialist that can best assist in the specific situation.

We firmly believe in finding you the best and toward that end, we maintain a relationship with dozens of experts in employee benefits, estate planning, qualified plan design and funding, portfolio management, wealth preservation and other areas of financial design across the nation. When the situation warrants, we routinely invite these independent specialists to consult with us and help design a financial solution that fits your unique situation.

 

 

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