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Plan Administration

• Plan Participants:
• 877-323-7639 *2
•  
• Head Administrator:
• Yvonne Thomas
• 567-247-7639 x21

 

Sales/Advisor Consulting Department

• General Sales/Consulting Inquiries:
• 877-323-7639 Option 5
•  
• Head Consultant:
• Jeremy Jacquin
• 419-566-7875

Billing

• General Invoicing/Billing Inquiries:
• Sandy Ewers
• 567-247-7639 x37

 

New Business Development

• Wholesaling, private label, or platform/investment development inquires:
• Operational Manager
• Aaron Beveridge
• 567-247-7639 x33