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

Opportunity to Grow

Choosing the right opportunity can be the difference between failure and success.

Thinking of a change? Consider a broker/dealer that will help your practice grow and thrive.

For more than two decades PlanMember has been one of the industry’s leading retirement planning broker/dealers. We are experienced enough to know what truly independent reps want in the qualified and non-qualified retirement plan marketplace, yet nimble enough to deliver the support that helps them succeed.
PlanMember is the perfect fit for independent reps seeking to grow their business by joining a PlanMember Financial Center team. Here are just a few reasons why.

• You will always control your clients.
• Our infrastructure, product selection and tools will help jump-start your growth.
• We are the only independent 403(b) broker/dealer with a Service Center to answer questions for you and your clients during business hours.
• Our suite of FINRA-reviewed marketing programs is ready for immediate implementation.
• An in-field Business Development Officer is assigned to every rep to provide ongoing training and support.
• Our innovative retirement vesting program for reps provides up to 75% annual payout of your book’s residual income upon retirement, with payments for a max of 20 years after retirement, disability or death. Vesting is immediate and payouts transfer to beneficiaries.
• The majority of your business will be moved within 60 days of transition.
• The most powerful online presence in the industry will be yours with a customized co-branded website full of content that will generate leads and address the needs of clients.

For more reasons to join the team of a PlanMember Financial Center, call Wesley Dickerson at (800) 874-6910, extension 2556.