Plan Partners Consultants

Annuities have two main detractors - high fees and long hold-periods. Can these be fixed?

Jonathan explains how Custom Target Date Portfolios are the next step in the evolution of "do it for me" options and are much more transparent.

Jonathan gives a brief overview of plan functions, roles, typical duties, and where Plan Partners fits in.

Jonathan talks about different ways Financial Services are offered by companies - from opaque and conflicted to transparent and conflict-free.

Jonathan talks about early attempts to CANCEL Plan Partners

Jonathan explains a bit of the history and concepts behind Plan Partners