Advisor Tools & Resources

Retirement Plans can seem complicated - PPC is here to help. It's all about your Clients' goals. Finding Solutions to help them grow.

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Client Education Materials

You are a trusted resource for your clients. PPC is a trusted resource for you as well. We have created an entire library of Informational Materials as well as Client-Facing handouts to help you guide the conversation with your clients. Sometimes, the hardest things to know are “Where to start” and "Knowing which questions to ask.." Below are links to a few of our most requested handouts and materials.

Didn't find what you need or want information on a Special Topic?

Experience the PPC Difference . . . .

Our Marketing Material / Information Handout Library is always growing. All of our materials are free and offered to help you open the conversation with your clients. We've added links above to some of our most requested materials. Our library is expansive to cover all client situations & interactions. From Solo Plans vs SEPs & SIMPLES to the most complex of Defined Benefit Plans, we have you covered. If we haven't already created what you need, we will build it specifically for you!! Our dedication to our partners is what drives our business.

Would you like to Co-Brand some materials for your clients?

We are happy to help with projects or initiatives as well. Simply fill out our "Quick Contact Form" and let our team know what you'd like. You'll find our responsiveness to the needs of the market is unmatched in the TPA world!

Advisor Request Form

Click or drag files to this area to upload. You can upload up to 5 files.
50 MB upload limit.