Pension Planners Securities, Inc.

Corporate Overview

Welcome to Pension Planners Securities, Inc. and Pension Planners Insurance Services, Inc., two sister corporations with one common mission: To be the business partner in our Representative’s pursuit of success. To amplify our positive impact, we will maximize Rep pay-outs, minimize red-tape, continually enhance technology and services, safeguard our Representatives need for independence and continue to offer a positive, proactive environment driven by the needs of our Representatives. While all of our aspirations are important, nothing will supercede the number one priority of having an atmosphere that makes our Representatives feel at home.

Pension Planners Securities, Inc. has over 200 Representatives that are experienced in a vast array of financial areas including, but not limited to: mutual funds, variable/fixed annuities, stocks, bonds, REITS, 1031 exchanges, limited partnerships, group and individual retirement plans, tax deferred/free investments, estate planning and insurance.

The Securities firm was established in 1982 and has grown at an astronomical pace in the last few years. We credit this to the standards of our firm. We look for only the most ethically minded Representatives who have a true desire to better the financial circumstances of their clients. We consistently bring our Representatives continuing education material and new ideas to assist them in catering to their clients’ needs. Our Representatives and their ability to meet the needs of their clientele are our main concern.

Our Insurance Firm (Pension Planners Insurance Services, Inc.) was established in 1977. We have hundreds of licensed agents who specialize in annuities, equity indexed products, disability, long-term care and various types of life insurance. The firm’s goal is to consistently seek out the most innovative products. This means weighing all aspects of a policy including costs, benefits and special features. We then make this information available to our agents with plenty of back office support. To fulfill this ideal, we have committed to a business marriage with CPS Insurance. The circle is complete: CPS Insurance researches, analyzes and follows through on pending policies and our well informed agents can concentrate on the financial needs of their clients.

Whether you are a Registered Representative, Insurance Professional or an Investor looking for a home, PPSI wants to build a future together with you.