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Make Better Plans.
Provide the Best Solutions.
Be Professional.

Case Study Accounts.

Get a glimpse at Advanced Pension Planning for financial professionals. Submit case information, get a report comparing the maximum benefits between three different retirement plans.

Questions Answered.

If a successful business owner has questions about how to do better when planning for retirement, we know where to find the answers.

Benefits Engineered.

Decades of pension and welfare benefit planning experience, distilled into a simple and elegant system. Actuarial analysis and intelligence on the fly for optimized, efficient scenario generation.

The Future of Planning is Now

The sooner plan participants get started, the closer they are to securing a future for themselves and their loved ones.

Connect with Clients.

Communicate helpful information and provide valuable resources with Professional Identity Pages designed to make it easier for business owners to connect with advisors.

Request A Case Study.

Get Digital RFP

Request plan designs optimized specifically for your clients. Learn more about advanced benefit plan strategies.

Comprehensive Advanced Benefit Planning.

Optimized Plan Designs are the just the beginning. PlanGen also has access to a network of Financial Product Providers and Benefit Plan Administrators so we can facilitate turn-key service solutions.

Easy Online Processing

PlanGen Subscriptions, Professional Training, Fee Based Consulting for Businesses. We want to empower the people who need advanced benefit planning knowledge, and share the potential of what they can build with it.

Learn Like A Pro

PlanGen offers custom designed Small Group training sessions that focus on filling specific knowledge gaps and providing the tools advisers need for above average planning jobs.

Save Like a Pro

It's common for business owners to put-off retirement benefit planning. If your business is successful, why not build a pension plan that is exceptional?

Plan Like a Pro

Hard work gets you in the game, and strategy keeps you in it. After the hard work is done, strategy can still insure that you have plenty of time to play.

Vermont Business PlansVermont LocalCore

Special consultations and solutions for Vermont Businesses. Locally developed software designs plans using nationally recognized products from a Vermont based Annuity & Life Insurance Company

Full Suite of Multi-Life DB, DC, 412(e)(3) & Combination Plans.

  • On-Line.
  • Instant Output.
  • Unlimited Cases.
  • Unlimited Illustrations.
  • Available 24-7-365

There is nothing new or flashy about these benefit plans and programs.
It's about having access to information.

The plan strategies have been available for decades and are time-proven, IRS compliant methods for achieving life-long retirement and death benefits.
Transforming potential tax liabilities into long-term benefits for business owners, their employee and families is simply smart planning.

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

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
  • Group Life Insurance

Solutions For Your Clients.

Get detailed illustrations for your client's accountant, financial planner or tax attorney to discuss advanced pension and welfare benefit planning.

Request A Custom Case Study.

Get Digital RFP

Request plan designs optimized specifically for your clients. Learn more about advanced benefit plan strategies.

How Can PlanGen Help You to Make Plans?

Custom Planning

Systems
  • Independent Agent accounts with experienced marketing organization support.
  • ------------
  • Private Label design platforms, case studies and presentation materials.

Case Study Account

*Coming Soon*
  • Multiple Cases
  • Max Plan Comparisons
  • Unlimited Outputs

Pro Planner

Custom Package
  • Professional Identity Page +
  • Unlimited Cases
  • Multiple Plan Types
  • Concept Products
  • Unlimited Proposals

Agency / Enterprise

Custom Package
  • Need to enable a sales force with custom branded presentations? Need to track case activity and proposal generation?...Sounds like an agency or enterprise plan.
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Watch PlanGen create a new benefit plan illustration,
from scratch, in under 2 minutes!