I work exclusively with qualified plans, and have NO desire to branch out into SERPs. Even so, I am constantly being asked about these plans. While I do have some knowledge from related work (i.e. CEBS Study Materials), I would like to have a simple summary of what this type of plan is and how it works so that I can say "this is what...". Following that, I would then like to be able to say "contact... if you want more since I don't work with them". Anyway, does anyone know where I might get that nice, simple summary so I can at least say "this is what....". It would really be nice if I could also fax something to those people as response to their questions. Basically, I do have a desire to support the people asking the question, but I don't care to be the expert. I just want to be able to send the person in the right direction. Thanks.

The major product suppliers all have good summaries/overviews. Collect a few from each category and you should have what you need.

Pru, Pacific life, Hartford, Mass Mutual, ManuLife come to mind first.

Thanks Mr. Burns!