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Advisor Marketing Materials

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The documents are in pdf format available for download.

Plan sponsors and financial advisors are encouraged to speak with an EZ B Plan™ representative. If you experience any difficulty with any forms, please contact us and we will send you materials.
Call us at (877) 254-7085

Fact Sheet

Provides features, fees and FAQ information

Professional Fees

Form to structure advisors professional fee compensation method

Sponsor Letter

Sponsor letter template from the advisor


Blank proposal template form