PHP Annuity

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Please Note:

401k plans require their own plan distribution paperwork meaning you do not need transfer paperwork.  Rather you will need to have the client contact the plan administrator to either get the forms to do the transfer OR have the client  get a check sent to them made out to the carrier for the benefit of (FBO) the client.

Marc Molina

7400 College Blvd Suite 205

Overland Park, KS 66210

 

To contact us:

Marc at Office: 913-387-1186

Marc’s Cell: 913-206-5118

New Business: 913-387-1180

Contracting: 913-387-1180

Fax: 913-647-0627