Implement a Plan
The client completes and signs a Client Engagement Letter , Data Verification Form , and signs pages 3 and 4 of the pension illustration they wish to implement. Mail the documents to us with a check in the amount of $2,500 payable to Plan Documents, Inc.
The installation forms will be drafted and sent via email to you and the client.
|Step Two:||Schedule a meeting with the client to review and sign the plan documents. Applications for the insurance component of the plan should also be taken at this time. Be sure to obtain the correct application packages prior to meeting with the client and bring applications for all participants in the plan.|
|Step Three:||Return the signed documents to PensionSite.Org along with copies of all insurance applications.|
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License numbers: California (0A09141) and Wisconsin (1045269)