•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.