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  • AEP
    • AEP Marketing Materials
  • Licensing & Contracting
    • Existing Agents
    • Find Out More (FAQs)
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    • New Agents
  • Products & Carriers
    • Carrier Selection
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      • Consumer Website Quoting Tool
      • Website Review
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    • Education & Training
    • Referral Program
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SMALL BUSINESS RETIREMENT PLANS

​There are currently 26 million businesses in the U.S. with less than 20 employees. American National has created specific financial products that are designed for 1–25 employees. Their array of 401(k)s, Simple IRAs and Profit Sharing Plans are all designed to work for small businesses. The opportunity to offer a financial retirement solution to your clients with small businesses can help them with employee retention, boost company morale and make their employees more productive overall. 

The ease of doing business with this A rated carrier is that their Pension Sales Team does the majority of the work for you. They have a dedicated team who will carve out the perfect retirement solution, depending upon the business. They have marketing materials available and ready for you to use for prospecting, and we're here to answer any questions you may have on how to offer this financial solution.
If you have specific clients that have their own small business, and you feel they may benefit from offering their clients a retirement solution, then this opportunity would be beneficial for both of you. Download the prospecting guide.

Financial Planning Carriers We Represent

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1480 Chapel Ridge Road
Suite 200
Apex, NC 27502

​800.928.4998
919.489.3600
​919.419.0401 (fax)

info@tbrins.com

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