Client Opportunity Assessment

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Name

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Email*

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Retirement Plan Assets

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Amount of Revenue/Year*

How many years in business?*

Number of Employees*

Country*

Insurance Schedule:

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Accepted file types: docx, pdf, jpg, Max. file size: 2 MB, Max. files: 5.

Insurance Supporting Documents

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Max. file size: 2 MB, Max. files: 5.

Medical Renewal Letter:

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Max. file size: 2 MB, Max. files: 5.

Medical Supporting Documents (Summary Plan Description, Employee Census, Last 2 Medical Monthly Billing Statements)

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Max. file size: 2 MB, Max. files: 5.

Advisory Fee Agreement

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Max. file size: 2 MB, Max. files: 5.

Supporting Documents (408(b)2 Fee Schedule, Investment Policy Statement)

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Max. file size: 2 MB, Max. files: 5.