Small Business Pension Plans

Key Facts

No Securities Licensed required (Except CT/MA)


53 Investment Options from 6 reputable companies.

  1. Fidelity
  2. T. Rowe Price
  3. Algers
  4. Invesco
  5. Federated
  6. MFS 

Morning Star Fund Fact Sheets


Plans are designed and customized to each individual client. There is no cookie-cutter approach.


You DO NOT need to be an expert. Let American National be the expert.


This is a turn-key, 1-stop shop program.

Overview

Start the video at 10 minutes

American National has created an excellent Pension Program designed for small business owners that have 25 lives or less. The beauty of this program is its simplicity for the agent. American National has an outstanding team that will create and design a plan specifically for your client. All you have to do as the agent to get the process started is submit a Census form that you can see to the right of this paragraph. Once submitted, ANICO will take in account all the information provided and what the client wants, and create a customized plan for them.

Designed specifically to address the situation in accumulating funds for retirement. The ability to choose investment options allow the trustee of a pension or profit-sharing plan tremendous diversification. The same is true for an individual participant in a 401(k) plan.

Through the Plan's Trustee, the participant can select from the investment options, regardless of the participant's age. The tax-deferred growth of funds within a qualified retirement plan, combined with the flexibility and diversification inherent in the WealthQuest® III GUNRVA contract, create exciting possibilities for the accumulation of retirement assets.


Investment Advice:

ANICO has teamed up with Morningstar Associates to offer Morningstar Retirement Manager – a range of investment advisory solutions to assist you in managing your book of business while also helping participants reach their retirement goals.

Morningstar Retirement Manager includes two service offerings:

  1. Managed by Morningstar (managed accounts) – Professional investment management and ongoing oversight of the participant’s retirement account by the investment team at Morningstar Associates. An annual fee of 0.50% will be charged to the participant’s account, deducted quarterly.
  2. Managed by You (advice) -- Investment advice, education, and resources for participants who would rather manage their account on their own. This service is free for participants.

Morningstar Retirement Manager provides the following benefits:  

  • Additional fiduciary support – Morningstar Associates assumes a 3(21) fiduciary responsibility for those participants in the Managed by You service, and a 3(38) fiduciary responsibility for those participants in the Managed by Morningstar service.
  • More free time by handing off back-office tasks -- Morningstar Associates will take on tasks such as selecting investments and rebalancing portfolios, allowing you more time to focus on cultivating new relationships and building those already in place
  • Help discovering new client needs – Uncover more opportunities to support your client by collecting data that will help you see their entire financial picture (i.e. gathering information about outside investment accounts or information about their spouse/partner). Morningstar® Retirement Manager is offered by and is the property of Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., and is intended for citizens or legal residents of the United States or its territories. The Morningstar name and logo are registered marks of Morningstar, Inc.

Morningstar® Retirement Manager is offered by and is the property of Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., and is intended for citizens or legal residents of the United States or its territories. The Morningstar name and logo are registered marks of Morningstar, Inc.

 

TESTIMONIALS

I have thoroughly enjoyed working with Moody Insurance Group. It is so refreshing to be able to always get a real person on the phone. Their attention to detail and desire for us agents to succeed is so genuine and appreciated. Their hospitality was wonderful doing my visit to headquarters for Income Engineering training.

Marvin A. Johnson, Owner, JMJ Insurance and Associates

2017-02-20T22:06:22-06:00

Marvin A. Johnson, Owner, JMJ Insurance and Associates

I have thoroughly enjoyed working with Moody Insurance Group. It is so refreshing to be able to always get a real person on the phone. Their attention to detail and desire for us agents to succeed is so genuine and appreciated. Their hospitality was wonderful doing my visit to headquarters for Income Engineering training.
As an individual who has worked in the financial markets for many years, I have chosen to work with The Moody Group for a number of reasons. First, the products are some of the best in the industry. Second, the support I receive from the Marketing and Management Team is unexcelled. And third, the Moody Group maintains a very high level of ethics and standards in its marketing and sales philosophy.

Rodney Minks, Owner, Crown Benefits Group, Irving, Texas

2017-02-20T22:07:49-06:00

Rodney Minks, Owner, Crown Benefits Group, Irving, Texas

As an individual who has worked in the financial markets for many years, I have chosen to work with The Moody Group for a number of reasons. First, the products are some of the best in the industry. Second, the support I receive from the Marketing and Management Team is unexcelled. And third, the Moody Group maintains a very high level of ethics and standards in its marketing and sales philosophy.
The team at Moody Insurance Group is an asset to my business. I count on them for product knowledge, sales training, and marketing support. I enjoy the small team environment they foster.

Mike Markiewicz, Markiewicz Financial Group

Houston, TX

2017-04-12T14:30:07-06:00

Mike Markiewicz, Markiewicz Financial Group

Houston, TX

The team at Moody Insurance Group is an asset to my business. I count on them for product knowledge, sales training, and marketing support. I enjoy the small team environment they foster.
Why would I recommend doing Business with ANTEX? Being that Final Expense is the vast majority of my business, the Moody Group offers unique options such as 401K’s that other IMO’s don’t have to expand my company. The Corporate Management is a quick phone call away from my questions & make you feel welcomed.

ANTEX is part of American National which makes the financial strength & stability part of what I sell my clients.
Kyle Gilreath, The Gilreath Group

Auburn, AL





2017-04-25T20:33:05-06:00
Why would I recommend doing Business with ANTEX? Being that Final Expense is the vast majority of my business, the Moody Group offers unique options such as 401K’s that other IMO’s don’t have to expand my company. The Corporate Management is a quick phone call away from my questions & make you feel welcomed. ANTEX is part of American National which makes the financial strength & stability part of what I sell my clients. Kyle Gilreath, The Gilreath Group Auburn, AL

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CONTACT US

Address

Moody Insurance Group, Inc.

2302 Post Office, Suite 601

Galveston, Texas 77550

Phone

800.252.4002

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