The Senex Group

Specialists in Qualified Retirement Plans, our unique approach to plan design and implementation
is based on our more than three decades in the business.

Discussion-Based Planning

Working together with you and your client we will help develop the best retirement plan for your client’s unique situation.

One-On-One Support

From comprehensive and tailored presentations, to one-on-one support from our team at The Senex Group, our process is designed help generate client interest and communicate client retirement benefits.

Multiple Marketing Tools

With access to a variety of marketing products and platforms we will be able to find the right option to fit your client’s needs.

Check out some of our case studiesView Case Studies

We are proud of how

We Work With You For Your Clients

We brainstorm with you
Together we can present to your client
You gather the data, we create the plan
Fine-tune presentation to meet your client's goals
We present great retirement ideas
Deploy a winning plan

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