Long-Term Benefits Offered by PMZ
Most brokerages offer commission splits, and not much else. PMZ invests in your future with real, long-term financial and insurance benefits that support you and your family.
Benefits At a Glance
Tax Saving
A structured savings plan that automatically contributes a percentage of each commission check to tax or retirement accounts.
Life Insurance
Affordable term coverage with guaranteed-issue availability during the new associate election period.
Disability Insurance
Protect your income with lower-cost group disability options.
Dental and Vision
Coverage for exams, cleanings, extractions, frames, contacts, and more.
College Savings Plan
Save for a child or loved one through multiple investment options including 529 plans.
Retirement Savings Plan
Get personalized investment guidance and long-term financial strategies from financial professionals.
Enrollment Timing Made Simple
Your options depend on the benefit. Here’s the quick guide so you know what you can start right away, and what has specific enrollment windows.
Start Anytime
- Automatic Contribution Program (taxes/retirement)
- Group Life + Group Disability (available anytime; guaranteed-issue timing varies)
- Investment strategies + College savings plan options (including 529)
Enrollment Windows Apply
- Dental + Vision: during the New Associate Election Period, annual open enrollment, or a Qualifying Life Event
- Group Life + Group Disability: Guaranteed-Issue only during the 30-day New Associate Election Period (after that, limited underwriting may apply)
Schedule a meeting today!
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