Proposal Request:

Colin Hurley
RMC Group

RMC Group 27200 Riverview Center Blvd Suite 311 Bonita Springs, FL 34134
(239) 298-8210 (v) (239) 298-8211 (fax) churley@rmcgp.com

  • Steps:
  • 1) Instructions
  • 2) Your Information
  • 3) Case Information
  • 4) Questionnaire
  • 5) Census
  • 6) Submit
Instructions: NEXTNEXT
You will need the following information before you can submit the Request For Proposal:
  1. Your Contact Information:
    • Name, email, phone..etc.
    • Comments and instructions
  2. Company/Case Information:
    • corporate structure (C corp, S corp, LLC..etc.)
    • corporate address (city, state, zip, phone..email..etc.)
  3. Full-Time Participant/Employee Census Information
    • Manaully enter multiple participants or...
    • Click here or visit the census tab once you complete this form) for an MS Excel .XLSX template you can download, fill-out on your computer, then upload with one click on the Census Tab of this form.
Describe Planning Goals...
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Contact Information:NEXTNEXT
* Required
** Separate multiple email addresses with semicolons (example: name1@abc.com;name2@xyz.com)
Case Information:NEXTNEXT
Questionnaire: NEXTNEXT
Complete The Plan Questionnaire...
Census:
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Confirmation:
You: submittername
Case:  List icons can
Census: List icons can
  • You may change this information by clicking the desired tab and editing before submitting this RFP.
  • Upon submittal, you will receive a confirmation e-mail with the details of your request and the contact information of the Advisor handling your request.
Success!

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