PRIMA-PLANS™ Advisor Membership - Protected Retirement Income Management Assistant

Protected Retirement Income Management Assistant

Create an Advisor Membership for PRIMA-PLANS™
In order to run PRIMA-PLANS™, an Advisor must first create a membership in order to do so. InjAnnuity needs to have their information on file, so they can run the App, but to also link them to their Firms or Plans on its platform where they’re authorized to advise participants.

General Public
If the Advisor consents, then their information will be listed on the PRIMA™ platform, and it will be available to the general public by using the InjAnnuity’s Registry Browser app.

The PRIMA-PLANS™ App
The app was developed to cater to Financial Advisors who have multiple clients or service DC plans with multiple participants. It also ties in with participating sponsors/plans on the InjAnnuity platform. Unlike PRIMA-ONE™ which is limited to one case and requires manually entering both product and participant information, PRIMA-PLANS™ allows access to pre-defined Provider products so that the user doesn’t have to manually enter the information necessary to run evaluations.

If you are a beginner in Deferred Annuities then for a short Primer click here.

To access a video detailing how PRIMA-PLANS™ works click here.