DEFERRAL+® is an Internet based "sales enabling" service platform that assists users in penetrating the nonqualified pension plan markets cost effectively. Deferral+® combines the most advanced design functionality of upper tier deferral and SERP plans in a delivery structure that can be profitably deployed in the mid-market. Regardless of your organization’s previous experience, your representatives can succeed in this market by relying on the customized “sales desk” support that is available on-line 24/7 with services such as:

  • Marketing and Sales Support
  • Marketing Presentations
  • Personal Financial Impact Analysis
  • Corporate Financial Impact Analysis
  • Document Production (Plan, SPD , ERISA filing & Paper Enrollment docs)
  • Enrollment
  • Technical support Q&A and Library
  • Current market and regulatory news, events & commentary
  • Training for field and home office