PENSION QUOTE INC.
MIAMI, FLORIDA

We are pioneers in retirement planning, featuring tax-advantaged qualified plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions. As retirement plan design specialists for the last 40 years, we have a track record of success in the industry. That’s why many of the nation’s most prestigious insurance companies, brokerage firms, and financial institutions refer our services to their respective brokers, financial advisors, consultants, and money managers. These household names and companies have come to rely on our experience and knowledge to build tax-free income building solutions for the future. We understand the complexity of the fiduciary rules and compliance guidelines. Our winning designs allow flexibility, maximize growth, and minimize risk. When you partner with our national team of pension designers, actuaries, and attorneys, among the best in the business, you will receive support from inception to implementation. Cash balance plans are booming. Although they have been around for more than 25 years the fact that these plans can provide tax-deductible benefits as much as five times greater than 401(k) profit sharing plans have made them quite attractive. If you are considering implementing one, watch this video to better understand the value of cash balance plans. Get rich on the money you didn’t pay Uncle Sam. Our team of pension specialists, attorneys, and actuaries help you build wealth with custom, IRS-approved plans. Connect with specialists in Defined Benefit Pension Plans who can lead you through the advantages of adding DBPPs to your client’s wealth management plan, and show you how you can leverage those advantages to further help your clients protect and retain their wealth.