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Research & Insights
Pooled Employer Plans, or PEPs, are increasingly recognized for their benefits to both employers and advisors. A recent survey of employers found significant improvements in satisfaction with PEPs, showcasing their value in enhancing workplace environments and advisor-client relationships.
Guide
Gain access to online services for financial professionals.
Guide
Direct Deposit and eStatements for producer commissions are released the evening before the check/paper statement mailing date.
Article
July 9, 2024
How can employers find the right Pooled Plan Provider? Check out our newest white paper to learn more.
Article
June 30, 2025
There’s nothing worse than a slowdown during the application process. The New Business Checklist helps keep the process running smoothly, for you and your clients. Make sure you’re using this handy tool.
Article
March 3, 2026
The refreshed Annuity Portal is now live, featuring a modern design and improved usability. Learn what’s changed and how you’ll experience a smoother experience.
May 24, 2024
How can you showcase your unique value to clients? Learn more about strategies that can help from Matt Voecks at Pensionmark Financial Group.
December 3, 2025
Starting Dec. 12, most in-force transactions can be completed through DocuSign — making processing faster, safer and paper-free.
Article
April 1, 2025
Women are set to control up to $30 trillion by 2030. Financial advisors have a unique opportunity to tap into this market. Join us in empowering women to achieve financial independence and secure their futures.
October 1, 2025
FIA conversations don’t have to be complicated. The FIA Resource Toolkit gives you simple explanations and key talking points to guide your clients with confidence.