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

Join the Premier Broker/Dealer

PlanMember advisors have access to new market opportunities and industry-leading support

Imagine a partner that opens doors to captive employer groups and their employees, offers a fully bundled, turnkey retirement plan solution to these employers, services the needs of the employer and their employees, and then hands you the keys to grow your business.

As an independent advisor with a PlanMember Financial Center, this is your opportunity to join one of the nation’s leading Broker/Dealers.

PlanMember has spent decades building relationships in the 403(b) market and is the preferred provider for a growing network of employers across the country. When you join the team you will have access to these employers and their employees.

PlanMember is strengthening our presence in schools, nonprofits and other organizations across the nation through strategically located PlanMember Financial Centers. Our Partnership for Success Program helps open doors in the education and nonprofit markets where we promote you as the trusted advisor for employees in your area. 

As part of a PlanMember Financial Center team, you will be able to offer complete retirement plan and investing solutions under the popular PlanMember Model Plan Program. Your clients will have access to a wide variety of investment and annuity options¹, and your employer clients will receive the service and support they need.

The PlanMember Model Plan combines the investment choice that investors want and the retirement plan expertise that employers need. Along with advisors, these groups enjoy attentive service and support through our toll-free Service Center and easy to use websites. 

To learn more about PlanMember's exclusive opportunities for advisors, please contact Wesley Dickerson at (800) 874-6910 extension 2556, or send an email to WDickerson@planmember.com.

1 Withdrawals from annuities, including partial withdrawals and surrenders, may be taxable. If you take a taxable withdrawal before age 59½, you may have to pay a 10% penalty to the IRS on the amount of gain in your contract, in addition to your normal income taxes.

The tax-deferral benefit offered by annuities provides no additional tax benefit if they are held in tax-qualified accounts such as IRA, 403(b), 457 or 401(k). Special rules governing annuities issued in connection with a tax-qualified retirement plan restrict the amount that can be contributed to the contract during any year.

The tax-deferral benefit offered by annuities provides no additional tax benefit if they are held in tax-qualified accounts such as IRA, 403(b), 457, or 401(k). Special rules governing annuities issued in connection with a tax-qualified retirement plan restrict the amount that can be contributed to the contract during any year.

Before investing, carefully read the prospectus(es) or summary prospectus(es) which contain information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price.

Asset allocation cannot guarantee a profit or ensure against loss.