PlanGen

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

CJA - A Higher Bracket

Image of a family of three with arms around each other at the beach shore facing away looking out over the water

Advisors

If you are an agent or advisor

Scenic image of a beach shoreline with two beach chairs and a shade umbrella between them

Clients

If you are a client

Image of a person walking on a nice golf course

Carriers

If you are a Carrier or Financial Institution

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