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PensionPro of the Month: Dunbar, Bender, & Zapf

PensionPro of the Month: Dunbar, Bender, & Zapf

by PensionPro | Mar 1, 2016 | News & Events, PROspectives

Cari Massey-Sears, CPC, QPA Meeting deadlines requires organization and prioritization. The team at Dunbar, Bender & Zapf says PensionPro has helped them refine both. “We can see what needs to be done and when,” said Cari Massey-Sears, special plans...
PensionPro of the Month: Trinity Pension Consultants

PensionPro of the Month: Trinity Pension Consultants

by PensionPro | Feb 1, 2016 | News & Events, PROspectives

Anthony Warren, QKA Last year, Trinity Pension Consultants achieved its highest new business revenue total. “I’m absolutely certain we would not have achieved those results without SalesPitch,” said Trinity’s Principal, Anthony Warren....
PensionPro of the Month: Prime Pensions

PensionPro of the Month: Prime Pensions

by PensionPro | Jan 1, 2016 | News & Events, PROspectives

The Whole Prime Pensions Crew Scott Feit and Mike Uchitel, the owners of Prime Pensions, Inc., are the epitome of commitment. They were committed to implementing PensionPro in less than a week. “Although we don’t recommend it for every client, we were wildly impressed...
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PensionPro is a business of AmericanTCS, formally launched in 2022. AmericanTCS is dedicated to helping people achieve financial stability and independence by encompassing the full breadth of the trust, custody and retirement offerings.

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