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Request Proposal

 

Your Information
Producers Name*
Broker Dealer/RIA*
Business Name*
Mailing Address*
City*
State*
Zip*
Business Phone*
Mobile Phone
Email*
Confirm Email*

Desired Carrier(s)
Desired Compensation (Broker)

Client/Prospect Information
Legal Name of Business
Is Business non-profit
If Yes, What Code Section

Does the employer currently have a Qualified Retirement Plan, SEP or Simple IRA

Plan Information
New Plan
Estimated amount of annual recurring contributions
Approximate Number of Employees
Takeover
Required for Takeover Proposal
Estimated existing plan assets available for transfer
Estimated amount of annual recurring contributions
Approximate Number of Participants with an Account Balance
Approximate Number of Employees

Desired Features
Private Money Manager Target Retirement Funds
Trust Services Lifestyle Retirement Funds
Personal Brokerage Accounts Other

Date Proposals Needed by
Number of Client Copies
Number of Advisor Copies

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