Public Sector Information
Public Sector Information
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GET TO KNOW US











GET TO KNOW US

WELCOME

to PSI-Plans – the place where Public Sector employees get helpful Information about their personalized pension & retirement options.

PSI-Plans is an independent organization connecting public sector employees to state-licensed representatives who can provide answers and options to their retirement related questions. PSI currently works with employees of school districts, colleges, universities, charter schools, and other public sector institutions. Every PSI representative is officially licensed by the state and appointed with at least one of the institution’s approved vendors. 

HELPING YOU GET CLEAR ANSWERS

FREE & FACTUAL

WORKING FOR YOU!

WORKING FOR YOU!

Public Sector employees in particular, appreciate factual information, not confusing or opinionated sales pitches…especially if they have to pay for it.  At PSI, you can be assured to receive accurate and factual information about your retirement options. These services will always be available at no cost to you. With more than six-decades of combined experience working with public sector employees, our leadership team has a unique understanding and perspective that instills confidence and veracity. Our knowledge and efficient systems have assisted numerous employees plan for and reach a comfortable retirement.

WORKING FOR YOU!

WORKING FOR YOU!

WORKING FOR YOU!

Many of our agents once worked in the public sector themselves and understand the unique conditions present there. This unique perspective is what drives PSI to help these unsung heroes understand the options available to them. We’ve been tied to education, public service, administration and support staffs for decades. Some of our agents continue to serve their local school districts as substitute teachers, members of the PTA and school boards along with extracurricular organizations. We believe this commitment is the tie that binds us to our mission of helping you get the information you need in a way that just makes sense. 

SAFE and SECURE

The safety and security of your staff and students are the highest priority at PSI. We believe our system to be one of the best in the industry. Utilizing a combination of secure electronic scheduling, along with in-person and virtual appointments, ensures that only licensed representatives who have scheduled appointments will meet with your staff. Excessive, non-approved personnel roaming the hallways will not happen with PSI. We demonstrate the utmost respect for your rules, staff and facility.


Our live interactive meeting platform allows our licensed representatives to meet with your staff “virtually” without ever stepping foot on campus. These virtual “on-line” meetings allow employees to:

  • receive honest and reliable financial advice they deserve 
  • enjoy a personalized and confidential approach 
  • choose a time that is convenient for them... even nights or weekends  


Our understanding of your area's retirement system and unique perspective allows us to equip you with the knowledge that will help you make the right decisions now - so your income can last a lifetime. In fact, many of our associates were once public employees themselves.

UNDERSTAND YOUR OPTIONS

Retirement or Recess?

Retirement looks different for every person. 

At PSI, we view retirement more like school recess than a sedentary stoppage of work. Many people enjoy themselves more, redefine themselves and prosper in their retirement recess! Let us help you make the most of your retirement. 


Our Licensed Representatives can help you understand how to maximize the growth opportunities, grow your savings and build an income that will endure for your lifetime… and potentially beyond. 


Regardless of where you are financially – just starting out, in the middle of building your nest-egg, or getting ready to retire - there are excellent solutions to help make your next phase of life your “best phase” of life. 

Learn More

You deserve to have the "peace of mind" that comes from  knowing that you can have the time and resources to do the things you enjoy most in life. 


All it takes the proper action plan!

START HERE & START TODAY!

GET READY FOR "RECESS"

YOUR ASSETS

50 SOMETHING?

50 SOMETHING?

  • How does the government treat your assets? 
  • Do you have income properties, 401k, 403b, IRA or other retirement plan? 


Let us help you understand your options, how to protect them and maximize their growth potential! 

50 SOMETHING?

50 SOMETHING?

50 SOMETHING?

  • Are you aware of the advantages available to individuals age 50 or older? 
  • Do you have a feeling that it's too late to start?


Discover the rules and opportunities for people older than 50. Build a plan of total financial clarity while providing life-long protection for your loved ones.

INCOME 4 LIFE

50 SOMETHING?

INCOME 4 LIFE

  • Do you want to avoid outliving the assets you've worked to accumulate? 
  • Would you like an income for the rest of your life? 


Our Licensed Representatives can help you understand the proven "Income for Life" concept and show you options you can choose the work best for you! 

LET US HELP YOU

We assisted others now it's your turn...

To schedule your no-obligation appointment, find or contact an agent, or to make general inquiries please click the link below and submit an email with the details of your request. 


(Note: If you have already scheduled an appointment but need to make adjustments, please respond to the original email, or visit the website link listed in the original email, and submit your changes.)


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