DEFINED BENEFIT PLANS DOWNLOAD CENTER

We offer comprehensive resources and sales kits. Many of the flyers and brochures we have pertaining to Defined Benefit plans are approved for client use, so you can share them with your clients to educate them on how to save for retirement and increase tax savings.

TRADITIONAL DEFINED BENEFIT PLANS

Defined Benefit FAQ '17 (12510)
Insured Defined Benefit Plan (12535)
Defined Benefit Plan (12538)

LIFE INSURANCE PRODUCTS

Pension Customizer WL Producer Summary (13853)
Unisex Capital UL MAX At-A-Glance (12245)
Unisex Security XLC At-A-Glance (12248)

ADMINISTRATIVE FORMS

Full Service Plan Installation Kit (12285)
Defined Benefit & 401(k) Combo Plan Installation Kit (12292)
Defined Benefit & Micro(k) Combo Plan Installation Kit (12289)