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MAGNER.NETWORK provides Internet powered sales-enabling
services to financial institutions and
financial advisors. MAGNER.NETWORK offers a suite of
Internet-based products and services that
support attractive financial markets which have substantial revenue generating
potential, but
require focused expertise. Products and Services include:
Deferral+® - An
integrated web-based service which allows financial advisors to efficiently
gather assets via Deferred Compensation Programs and Supplemental Employee
Retirement Programs (SERP).
The untapped market opportunity in these areas is estimated to be in excess of
$6 billion in
annual deposits. Deferral+® provides advisors with turnkey sales support
ranging from client
qualification and program design through financial analysis, document
generation, participant
enrollment and plan administration.
Benefitfolio® -
An Internet-based client-labeled communication service which provides advisors
with
the ability to create customized communication support for executive benefit
programs including customized
Q&As, Program Documents, account access, Market News and Updates and Cross-Selling support.
401kfolio® - An
Internet-based client-labeled communication service which provides advisors with
the ability to create communication support for small to mid-sized 401(k)
programs at a level
historically only available to the largest plans. The service includes
customized Q&As, Program
Documents, account access, Market News and Updates and Cross-Selling support
for Advisors.
Benefitwire® -
An integrated web-based administration service for Executive Benefit
programs, as well as charitable gift support for Donor Advised Funds.
Benefitwire® support
also includes dynamic Internet-based account access and communication support,
complete phantom
record-keeping capability and full daily valuation capability.
Split Dollar+ -
A service that assists financial advisors in analyzing the impact of the
latest IRS pronouncements on Split Dollar funded insurance benefit programs, as
well as designing and
implementing new Split Dollar programs. This service supports program design,
financial analysis,
document generation and program implementation.
DirectGiving® -
An integrated web-based charitable giving platform, which allows financial
advisors
to create customized charitable giving programs for their clients in the areas
of Donor Advised Funds
and Charitable Gift Annuities. These programs provide clients with tax
efficient charitable gift programs
while allowing advisors to continue to receive revenue from the gifted asset.
This market is estimated to exceed $16 billion in annual gift potential.
Offshore Benefits - A web-based patented solution which enables
multi-national corporations to implement unified
executive benefit and retirement
savings programs. This program allows multi-national corporations to
substantially reduce the financial
and administrative burden of supporting numerous plans across multiple international
jurisdictions by creating an integrated
single retirement benefits platform.
SalaryNet® - A
web-based approach to identifying and implementing executive
disability buy-up programs. This program allows financial advisors to correct
substantial income protection shortfalls which exist for higher compensated
employees in most existing
Long Term Disability programs. SalaryNet combines market expertise coupled with web-based
support that enables advisors
with automated client presentations, program design and implementation support.
This market opportunity is estimated to exceed $7
billion in annual premiums
and provides advisors with very attractive revenue potential.
PCAP - A private
placement insurance program designed to allow asset managers and
financial advisors to create private-labeled private placement
insurance
offerings for their affluent clients. These programs provide clients with tax
efficient accumulation
and estate protection vehicles with greater investment and design flexibility
than more traditional
variable life insurance programs.
Advisorfolio - An
integrated Internet-based sales support platform which allows financial
institutions to more effectively communicate complex market opportunities,
better train and
support financial advisory channels and provide compliance communication
pathways. Advisorfolio
is designed to increase the capability and efficiency of existing advisory
networks. MAGNER.NETWORK
also provides financial advisors with support in the areas of private placement
insurance programs
for affluent investors and split dollar programs (coming soon as a turnkey
web-based platform).
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