Value Added Process

Pension Concepts will work with all concerned parties to clarify issues affecting your client's pension income. Our disciplined analysis will help you and your client decide the best retirement option.

• Review all pertinent data, all information will remain confidential.
• Research your client's specific pension plan, including follow-up with the plan administrator.
• Estimate the retirement benefits based on all relative information.
• Produce a comprehensive report summarizing your client's options.
• After receiving your report, you and your client will be able to make an informed decision as to the best solution to meet your client's needs.