Analyze Designs.
Make Plans.
Build the Future.

The Future Of Professional Plan Design,
Illustration & Management Is Already Here.

Advanced Financial Technology For Professionals

The future always arrives sooner than we expect it to (except for that part about flying cars). For successful business owners, shifting priorities inside the firm and within families too often results in retirement planning that is put off for another day. It even happens to those with the sufficient means to secure a comfortable future.

Since 2002, PlanGen has been an innovative FinTech (Financial Technology) company facilitating the design of optimized benefit plans. We've helped National Carriers, Financial Advisors, Accountants and benefit plan professionals provide their merchant, manufacturing and professional service clients with illustrations to maximize their future through intelligent, logical retirement and benefit planning.

The Features

The features, speed, management tools, activity analytics, ease-of-use and cost-efficiency of PlanGen are found nowhere else in the industry.

The Videos

Watch PlanGen create a new benefit plan illustration for 6 participants in under 2 minutes!

Multi-Plan Interface

Multi-Plan Outputs & Plan Comparisons

Multi-Person Policy Generation

Instant Census Upload Via MS Excel™

Life Policy Value Charts

PGLeads™ Google Maps Lead Lists

Section 412(e)(3) Insured Pension Plans

Professional Bio Pages

Real-Time Web Service Connection To Carrier Policy Systems

Usage Activity Analytics & Geography

Proven Programs

There is nothing new or flashy about the benefit plans and programs being offered. They've been around for decades and are time-proven, IRS compliant methods for funding life, retirement and medical welfare needs.

We've got benefit plan innovation built right into the system.
Plan design tools traditionally hidden in actuarial back-offices are now available on the street for direct use by financial professionals and the businesspeople they serve.

Transforming tax liabilities into long-term benefits for business owners, their families, and employees is simply smart planning.

There are plans for any size organization and budget whether it is for key person, group life, medical welfare benefit, defined contribution, and partially or fully insured defined benefit pensions.

• Highest tax deductible contributions available.
• Guaranteed income, life and medical benefits.
• Diversify and mitigate investment risks.
• Estate planning on a tax deferred basis.


• 412(e)(3) Fully Insured Pensions
• 415(b) Traditional Defined Benefit Plans
• 401(k) Defined Contribution
• Combo DB\DC Retirement Plans
• Section 79 Group Life Insurance
• Cash Balance Plans

Progressive Information Sharing

The fundamental concepts of advanced benefit planning are fairly simple. Crafting and designing a plan best suited for the situation requires more rigor, and PlanGen can handle that part. A multi-tiered approach to illustrating the scenarios, using accessible language, and graphical support, facilitates discussions from the high-level to the granular.

Infographic Design

We all process and retain information better when graphic elements convey important values and ideas. Compact, high level concept documents, with custom client data embedded, state the case for intelligent planning. A simple and elegant way to open conversations .

Super Slides

PowerPoint remains a dominant presentation format, so PlanGen delivers client specific data via slide sets to communicate plan concepts. We can co-develop templates based on a company's current sales and marketing designs, and producers can start sharing the knowledge through a familiar vehicle.

Custom .PDF Illustrations

PlanGen's original version was a comprehensive 412 plan illustration including a company census, plan cost/benefit analysis, tax implications, retirement strategies, and financial product ledgers, in n industry standard format. Now, all of our benefit programs include such features, wrapped inside our client's customized proposal designs.

Client Specific Data Analysis

Advanced benefit plans require significant number crunching and, until recently, calculating those ledger values and making them presentable was an onerous task for the back office. PlanGen systems combine IRS compliant designs with appropriate financial products which have either been custom built for the carrier, or are accessed remotely on a carrier's own platform.

Professional Identity Pages

There is a knowledge gap between those who understand advanced planning, and those who actually need it. Until recently, putting those two sides of the equation together could be a real networking and communication challenge. Not any more...

Content in Context

Professionals have the opportunity to introduce themselves, and create customized content about their work and their business processes. Magnify the quality of presence and impact of messaging through cross-linking with other internet assets such as corporate web sites, blog publishing and social networking.