Pension Planners Securities, Inc.

Technology

At PPSI, technology is not just some word we throw around. We are genuinely dedicated to technology and the many ways it can free up your time to do what you love…gathering assets, advising your clients, and yes, selling! The marriage of LaserApp, Investigo, and Moneyguide Pro allows reps to do just that. To top it all off, the PAPERLESS OFFICE has arrived. Reps can store, fill out, and transmit ALL paperwork electronically. That’s right. Goodbye Mr. Pen. No more faxing blotters. No more filling out a social security number and address five times for each client. While reps are not required to subscribe to every technology offered here at PPSI, they are strongly urged to investigate the increased levels of productivity that come as a result.

Investigo

Investigo provides you with a unique combination of consolidated statements to provide you with the ability to view your clients’ investments with a vast array of investment companies, financial management, marketing productivity, and regulatory compliance tools combined together within a front office, web-based Client Relationship Management platform. To learn more, please visit www.investigo.net. The reduces cost of this entire program for PPSI reps is $75/month.

Laser App

Laser App is an easy to use, interactive form system for the independent financial advisor. Laser App uses your broker, rep, and client data (through your current database or through your Investigo database) to assist you in filling out the tedious and redundant fields in securities, annuity, clearing firm, and broker/dealer forms. Please visit www.laserapp.com to learn more.

• Securities, mutual fund and clearing forms
• Insurance and annuity forms

Reduced cost for PPSI Representatives: $299 install and $169 annual renewal.

Money Guide Pro

Financial Planning Software which links directly with your Investigo database. In addition to all that Investigo provides, now your clients investments can be exported directly into the financial plans you create. To learn more, visit www.moneyguidepro.com. The reduced PPSI rep cost is $1000 annually.