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Implement a Plan
| Step One: | The client completes and signs a Client Engagement Letter 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. |
Securities
offered through Ogilvie Security Advisors Corp.
71 South Wacker, Suite 3025, Chicago, IL 60606
Tel: 312.335.5476
Member FINRA www.finra.org
/ SIPC www.sipc.org
Ogilvie Security Advisors Corp and 412i Plans, Inc. are independently
owned and operated.
License numbers: California (0A09141) and Wisconsin (1045269) |
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