Pensions Made Easy
Resources
Here’s the Pension Design Questionnaire. CLICK HERE
Find the Morning Star Reports and Forms you need.
FAQ CLICK HERE
Agreement CLICK HERE
Participate CLICK HERE
Advisor Flyer CLICK HERE
Sales Ideas
Here’s the sales idea for New Tax Plan Credit Secure Act. CLICK HERE
Here’s the Million Dollar Sales Ideas.
Business Owners
Prospect Information
Type of Plans
Do you have questions? Call us at 919-488-3686 or email support@smartagentsystem.com
Learn more about the Retirement Analyzer financial planning software
Jonathan Sacks
Pension Plan Professional