Proposal Request Form for Employer

















     
     
     
     

Review the following questions and submit along with the completed Proposal Request Form. With these tools, we can assist you in the design of a retirement plan that will help meet your needs.



Answer Yes or No to the following questions:
Does your company...

Need a long-term savings program to help minimize taxable income and save for retirement? Yes No
Need a larger tax deduction? Yes No
Own a profitable business (C or S corporation, partnership, sole proprietorship, LLC, LLP)? Yes No
Want to maximize benefits for owners and key employees? Yes No
Need life insurance to provide a death benefit and potential supplemental funds for various financial needs with the possibility of tax-deductible premiums? Yes No
Have an existing retirement plan? If yes, provide details below. Yes No
If your company currently has a plan, does it meet your business retirement objectives? Yes No


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Nelson Pension Services
3465 Camino Del Rio S. Suite 250
San Diego, CA 92108
Phone: Office: (619) 280-9414  Toll-Free: (800) 755-7425  Mobile: Rick Nelson (619) 559-0200  Mobile: Jason Batt (619) 794-7133 Fax: Fax/Other: (619) 280-9446
www.nelpen.com
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck