Partner Access

Broker Partner Platform

Access the plan database, auto generated talking points, and client ready analysis.

Access is limited to approved broker partners.

Quantum Pension Solutions. Proprietary and confidential.

Step 2 of 2

Quantum Pension Solutions Broker Partnership Agreement

Please review the terms below. Your acceptance is recorded when you enter the platform.

1. Services Provided by QPS

Quantum Pension Solutions ("QPS") will provide the broker partner with access to the QPS plan database, auto generated talking points, plan level analysis tools, and direct support from Alan Pitts and the QPS team. QPS will prepare client ready analysis for any plan the broker brings forward and will support the broker through the full sales conversation at no cost to the broker or the plan sponsor.

2. Broker Responsibilities

The broker partner agrees to make good faith introductions to plan sponsors within the broker's network. The broker is not required to perform any actuarial, legal, or administrative work. QPS handles the analysis, the proposal, and the implementation.

3. Revenue Share

QPS will pay the broker partner ten percent (10%) of the QPS implementation fee on any plan that closes as a result of a broker introduction. Revenue share is paid upon receipt of the implementation fee by QPS. A plan is attributed to the broker when the broker is the first source of the introduction as recorded in this platform.

4. Confidentiality

All plan data, talking points, analysis, scoring, and materials made available through this platform are proprietary to QPS. The broker agrees not to share platform access, plan data, or talking points with competitors of QPS or with any third party other than the plan sponsor being introduced. This obligation survives termination of this agreement.

5. Term

This agreement runs for twelve (12) months from the date of acceptance and renews automatically for successive twelve (12) month terms unless terminated.

6. Termination

Either party may terminate this agreement with thirty (30) days written notice. Revenue share remains payable on any plan introduced before the effective date of termination.

Quantum Pension Solutions Broker Platform
Broker Partner Sign Out
Your Objective

The goal is a 20 minute call with Alan. Everything on this page is here to help you open that conversation.

Your 30 Second Script

"[Client name], I've been looking into your pension plan with some specialists, and I'm convinced you're not getting the full picture from [current actuary]. These guys have terminated over 200 plans. They can show you numbers your current team will never show you. It takes 20 minutes. No cost. No obligation. Can I set that up?"

Keep it conversational rather than technical. The less detail you go into, the more room Alan has to do the analysis on the call. Opening the door is all we need to accomplish.

Quantum Pension Commission Platform

Prepared for Kevin Holland

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