Advisors

: Helps advisors grow their business

 

 

: Crown is the only TPA firm that truly supports its advisors with business growth. We share 5% of the fee generated by a referral from a financial advisor for the lifetime of the service contract.

Crown Benefits, Inc., a full service actuarial and pension administration firm serving small to midsized companies throughout Califomia, now offers its exclusive Program*: the first long-term revenue sharing program aimed at helping advisors grow their business.

Designed to foster long-term relationships with financial advisors and client firms, the Program is the first, true “shared partnership” initiated by a TPA with affiliated advisors.

Offering a revenue-sharing program for advisors that lasts for the lifetime of its service contracts, Crown’s Program creates a new level of partnership built on longevity of service, expertise and trust. By working together for the benefit of their clients, Crown’s partners can look forward to providing their clients with the best level of care, which will ultimately help close more business.

Why Partner with Crown?

Crown Benefits partners with advisors to provide all the required services in the small to mid-size retirement plan market. We are “investment neutral,” in that, we do not recommend investments. Our focus is on servicing our clients’ firms with proper upfront consulting services while maintaining “hightouch” retirement plan administration services.

Free Proposal: Our experienced and highly knowledgeable team will provide you with a free proposal and support to help you close retirement plan business.

Hands-On Support: We promise to guide you and your clients through all phases of Plan design, takeover, installation and ongoing administration.

Creative and Unbiased Plan Design Advice: We do not sell investment products.Instead,we design retirement plans that help businesses take advantage of the latest tax law changes benefiting small business.

To qualify and participate in the Program Advisor must have a minimum of five plans with Crown Benefits. Advisor must be the broker of record on the plan. Advisor will receive five percent of the set up fee and annual administrative fee for as long as Crown is the administrator of the plan. The Payment to the advisor will be paid quarterly upon receipt from client.