Proposal Request:

Agent Management-RMC

791 10th Street South Suite 202 Naples, FL 34102
(239) 298 8210 (v)

Instructions:

BEFORE starting this form:

Gather ALL the followning information listed below.
Download, pre-populate and save the Census Template (MS Excel™) for upload at step 5 (census).
Click the "Verify you are human" checkbox above when you are ready to fill in this form.

You will need:

Your Contact Information:

Name, email, phone..etc.
Comments and instructions

Company/Case Information:

corporate structure (C corp, S corp, LLC..etc.)
corporate address (city, state, zip, phone..email..etc.)

Full-Time Participant/Employee Census Information

Dowload and pre-populate the Census Template (MS Excel™) you may then upload with one click on the step 5 Census Tab of this form.
You may also manually enter multiple participants, but upload of a pre-populated Excel file is faster and preferred.

This form is SSL encrypted during submittal for your security.

Contact Information:

*Your First Name:

*Your Last Name:

*Your Email:

*Day Phone:

**Additional Recipient Emails For The Proposal:

Comments or Instructions::

* Required
** Separate multiple email addresses with semicolons (example: name1@abc.com;name2@xyz.com)

Case Information:

*Employer Name:

*Corporate Entity:

PBGC Coverage:

Addr Line 1:

Addr Line 2:

*City:

*State:

*Zip:

Phone:

Fax:

Email:

Comment:

*required

Questionnaire:

Complete The Plan Questionnaire...

Census:

Confirmation:

You: submittername

Case:

Census:

Generate:

DC Comparison

DB Comparison

DC/DB Comparison

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.
The advisor will instantly receive retirement plan designs generated from the data submitted here for discussion with you.

Proposal Request:

Personalized, compliance-tested retirement plan scenarios have been generated and are ready for review with your contact below who has just been notified via email and will reach out to schedule a time to discuss details and options. ([rfpelapsedtime])