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 K 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

Letter template from the advisor


Blank proposal template form