What We’ll Need To Provide Your FREE Quote Or Review
If you currently have a retirement program, we will require the following information to provide a FREE comprehensive review of your current plan and/or to provide quotes:
- Copy of Plan Text(s) or employee booklet(s) for group programs
- Copy of the most recent Financial Statement(s) showing assets in plan(s) and which investment funds are being used for the group retirement programs. No member data is required.
- Copy of Policy Contact(s) and/or Fee & Service Agreement(s) for the group retirement programs
- Copy of the Statement of Investment Policies and Procedures for the Plan(s)
All reviews and quotes are provided at NO COST with NO OBLIGATION and do not in any way constitute a business relationship or appointment with Sphyra Inc.
Don’t Have a Current Plan?
If you do not currently have a benefits program, you will only need to download, fill out, and submit our ‘Employee Information Listing’ form to receive your FREE quote. Please submit the form to firstname.lastname@example.org. We will be sure to respond to you within 24 hours to confirm next steps.