DEFERRAL+®
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
