Materials

Get to Know PDC

  • Company Overview / Brochure

    A one-pager that provides an overview of PDC and what makes us different from our competitors.

  • Easyspeak Marketing Piece

    Use this to help explain PDC's unique approach to client communications. No industry jargon or IRS code, we communicate in a simple and easy to understand manner.

Prospect Forms

  • Census

    Complete and submit this form to your PDC Consultant for plan design illustrations.

  • Prospect Data Form

    Complete and submit this form to your PDC Consultant.

Valuable Subject Matter Pieces

IRS Checklist for Simple, SEP and SARSEP