Sample
A one-page game plan
Ask Unbrokered turns your findings into asks, targets, and dates. This sample uses a fictional company and rounded figures.
Game plan
Where you stand
On the lines filed in both years, broker pay sits above the peer median. The largest gap is dental. The next plan year begins January 1, so the disclosure letter belongs out now.
- Send the 408(b)(2) disclosure request · Now
- Confirm which lines the company pays · This week
- Put the dental target in writing before quotes lock · 60 days before plan-year start
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