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CJA & Associates uses the PlanGen™ web-based illustration and presentation system. Intuitive and easy-to-use, it generates safe-harbor illustrations that fully comply with the tax code, state regulations and the carrier's business rules. In addition, PlanGen facilitates sales training, management and support, providing real-time proposals and reports on all sales activity - anytime, from anywhere in the world. Adopted by several leading life and annuity carriers since 2002, PlanGen is recognized as the standard in the pension market.

PlanGen's powerful features give CJA's professionals the tools they need to provide the best solutions for their clients:
  • Incredibly fast, compliant Illustrations On-Demand
  • Instant, Secured PDF Document Outputs
  • Traditional Defined Benefit, Defined Contribution, Fully Insured Section 412(e)(3), Cash Balance and New Comparability Pension Plans
  • Professional Identity Pages With Social Media Connections
  • Uploadable Participant Census
  • Unlimited Cases
  • Unlimited Illustrations
  • Customizable Agency Outputs
  • Agency Activity Reporting
  • Available 24/7 Via PC, Laptop, Tablet Or Smartphone Devices


 


Plangen Brochure