•Advanced, Instant, Multi-Life Illustrations.
•Next Generation Retirement Plans.
•Data-Driven Proposal Presentations.
•User Activity Analytics & Management.
•Educational & Training Plan Comparisons.
PlanGen is an innovative FinTech (Financial Technology) company creating the industry's most advanced, efficient, effective, high-performance Defined Benefit & Defined Contribution retirement benefit proposal illustration systems for national Carriers, sales networks and independent agencies since 2002.
Retirement planning can be a complicated enterprise and the most efficient solutions are not always readily apparent. Plangen provides high-quality information in formats that are easily understood.
Web Based Solution
No need to wait days or weeks for a proposal to come from an Actuary. PlanGen has developed extensive actuarial tables and adapted this information to quickly analyze and illustrate personalized planning alternatives.
Communication & Collaboration
Case study materials allow business owners and their financial advisers to quickly design appropriate solutions.
Platforms are continuously updated to provide solution optimizations and adjust to changing asset growth rates.
Design rules ensure that solutions are tax-code compliant and meet or exceed financial "best-practices".
R & D & ROI
Maximizing retirement income planning through the integration of guaranteed-outcome life and annuity products.
News & Updates
- Security Mutual
- Life of New York
- October 2015
Security Mutual Life Insurance Company of New York adopts the PlanGen advanced illustration and presentation system for its Section 412, Traditional Defined Benefit (DB) and Defined Contribution (DC) lines of pension and retirement benefit plans.
The Security Mutual Life Of New York Professional Directory link from the Security Mutual Life PlanGen Page provides details of the professional qualifications, expertise and credentials of the advisor network, sortable by state and name.
Security Mutual Life of New York provides information about the Section 412 pension benefit plans at its dedicated site (http://www.412e3plans.info). The PRNewsWire release by Security Mutual Life describes more details...
Why PlanGen For Security Mutual Life Insurance ?
The priority of modernizing its salesforce with the next-generation illustration and presentation tools for the best competitive advantage and efficiency led Security Mutual of New York to select PlanGen's web-based system over others available in the industry.
Advanced Plan Illustrations:
PlanGen's advanced concept illustration systems provided the sophisticated benefit, funding and plan termination options, calculations, regulatory compliance, speed and scenarios required by advanced professionals at Security Mutual Life to let them bring solutions to their clients in minutes.
The compelling combination of customized, co-branded, personalized, dynamic data PDF illustrations and PowerPoint presentations delivering advanced market planning solutions for clients was the solution Security Mutual needed.
High-Speed Life & Annuity Product Engines:
Incorporating PlanGen's dynamically-generated life and annuity product ledger data in the back-end system to support the plan calculations and illustration outputs provided the fastest, most comprehensive platform from which to grow their business and deliver responsive, flexible client solutions and service.
Digital Presence & Credibility For Advisors:
Additionally providing public-facing, professional advisor contact & biography web pages integrated with electronic "Request For Proposal" case creation tools, social media links and materials gave Security Mutual's advisors the digital presence and credibility resources required for modern business.