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Partnering with Financial Advisors & Accountants

Our goal is to provide you and your clients an expert resource for complex design. We partner with you creating a complex and expert retirement plan design to deliver an innovative tax reduction solution for your clients. 

We provide consulting and availability to assist you in answering your client’s toughest questions and deliver a solution to overcome the hardest objections.

If you are looking for the New Client Questionnaire, please click here.

If you are looking for the Participant Distribution Election Form, please click here.