Request A Proposal

 
1
Overview
2
Details
3
Confirmation

* indicates required fields

Step 1. Plan Overview

Is this plan currently with MassMutual?*
Are you the current broker of record?*
Is your business a Marijuana Related Business (MRB)? *
Is the company looking at other advisors?*
Are you showing other record keepers in this review?*
Will MassMutual be able to present to the client?*
Is the company committed to moving the plan?*

* indicates required fields

Step 2. Plan Details

Plan Type*
TPA or Bundled Plan*