Plan Member Services - Planning your future...today.

Partnership for Success

Join the PlanMember team and find a partner committed to your success

PlanMember has helped hundreds of independent reps build their fee-based practice, even in challenging environments, and we’ve been doing it for more than two decades. Headquartered in California, our network of advisors is growing. Find out how you can benefit by joining the team of a PlanMember Financial Center today. It could be the opportunity you’ve been looking for.

The cornerstone of PlanMember’s recruiting power is our exclusive Partnership for Success program, a proven system that helps advisors build a fee-based financial enterprise, attain a higher level of success and generate wealth. PlanMember’s top-down strategy to grow your business includes:

• Access to new markets where PlanMember already has relationships and clients, new leads and help penetrating additional markets
• The opportunity to join the nation’s premier 403(b) broker/dealer and the preferred provider of thousands of employers nationwide
• The strength of an established infrastructure and all the support that comes with it – both technical, marketing and back-office
• A smooth transition managed by a dedicated team
• Comprehensive training that covers everything from compliance to commission and beyond
• Insightful sales strategies, tactics, and marketing campaigns and a co-branded website that captures leads for you

To find out more about this opportunity to grow while remaining completely independent, contact Wesley Dickerson at (800) 874-6910 extension 2556, or send an email to wdickerson@planmember.com.