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Qualified Plans

The Affiliated Marketing Group sales staff is here to assist you in closing all types of pension sales.

We will simplify the process of selling, administering, and funding the small business pension plan and to help you separate yourself from your competition through innovative plan design techniques like Safe Harbor , New Comparability, DASH plans and 412(i). Through our partner carriers and vendors, you can offer the complete pension package to your prospects which includes plan design, complete administrative services at reasonable fees, and a large number of diverse options for plan funding.

Anyone on our sales staff will be happy to discuss with you how we can help you become successful in this line of business and can help you develop qualified plans as an additional profit center to your agency. From prospecting to case design and face to face sales calls with your client, we are here to help you.

To receive a quote, please complete our 401K Fact Finder.