Testimonials

"My production has increased every year because I'm affiliated with Pension Planners and I definitely cannot say that about my 3 previous broker dealers. Plus the compensation agreement was the best of the 20 independent broker dealers I researched before coming onboard."

— Shawn Defoe

"I had become increasing unhappy with the "corporatization" of my large BD (AIG SunAmerica). I interviewed other BD's (LPL, Brecek & Young, Investment Architects), but Pension Planners stood out. They had all of the service and technology of the large BD's, but I felt Pension planners would work with me to build my business. A great example is when I needed a new product approved; Carlos turned it around in 5 business days. That would have taken at least 3 months at my old BD and that's only if they deemed it 'worthy'!"

— Jerry Coleman

"I began with Pension Planners in 1992. For a variety of reasons I left in 1997 to a 100% pay-out firm in Knoxville Tennessee. I discovered that the "grass is not always greener". My Executive Coach Marc Hughes PHD gave me some good advice. He told me to "live where the food is…"I switched back to Pension Planners in 2000 and have been the Top Producer for 7 of the past 8 years. When evaluating a Broker Dealer the Corporation is only as good as the Principals that stand behind it. To that end, I have experienced Jon, Bill and Gina to be three of the best people I have ever met in the Securities Industry. They really will "treat you like a winner…"

— Darold Mark

"Pension Planners is a broker dealer that provides top notch support to it's agents in order for them to reach the top. Whether we have questions about compliance, reporting, commissions, or any other issue that makes our business more turn-key, I know we can depend on any of the staff at Pension Planners to get us accurate and correct information in a reasonable amount of time."

— Amy Haupert Jarvis

"Having spent my entire career with major wire houses, I was feeling smothered with 1-2 hours a day of meetings,conference calls, policies, etc. At Pension Planners, I was given the independence to run my business the way I see fit. I was also provided the resources I needed to be successful. At Pension Planners,you have all the products,sales and back-office support you need,while keeping a much larger percentage of your commissions in your pocket."

— Kyle Franklin

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