Dante Posted July 17, 2024 Posted July 17, 2024 Have been using Dater for the past few years, but am looking for some software that can illustrate DB and 412(e)(3) plans specifically. We used BlazeSSI's PENDEAS for years and it worked great for 412(e)(3) plans and was affordable. Moved to PlanGen and it was ok, then back to PENDEAS. With them closing a few years ago we moved to Datair, but it's a very cumbersome system to use. Any recommendations out there for something more... modern?
Bill Presson Posted July 17, 2024 Posted July 17, 2024 Asking for modern software for a 412(e)(3) strikes me as ironic. truphao 1 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
Dante Posted July 17, 2024 Author Posted July 17, 2024 50 minutes ago, Bill Presson said: Asking for modern software for a 412(e)(3) strikes me as ironic. Well, need to make sure the bosses and the clients are happy. We still have agents we work with that are actively selling them. Bill Presson 1
ErnieG Posted July 17, 2024 Posted July 17, 2024 Dante: We moved to PlanGen, and continue to establish Fully Insured Plans (with and without life insurance) when appropriate.
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