Quote Request

Request a quote. It’s easy.

  1. You send us the most recent OPEB actuarial valuation report (and disclosures report if there is a separate disclosures report).
  2. We meet over the phone – We will set up a brief call for a personal introduction at which time we will clarify any questions we might have.
  3. We send you a competitive quote and a partial list of our current clients. In our opinion, checking in with our current clients is an important step in the process.