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The first call takes about thirty minutes. Tell us what is in front of you: a proposal someone handed your board, a plan nobody has looked at since it was signed, a question an examiner asked that the file does not answer. We will tell you what it would take to answer it, what it would cost, and whether you need us at all.

You do not need to prepare anything. If you have the proposal or the plan document handy it helps, but the conversation works without it.

Nothing is sold on that call, because there is nothing to sell.

(508) 972-8523

info@arctisadvisory.com

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Arctis Advisory LLC is an independent executive benefits consulting firm. Arctis is compensated only by its clients. It holds no carrier appointments, sells no insurance or investment products, and accepts no commissions or other compensation from any third party.

Advice regarding specific life insurance or annuity contracts is provided under a Massachusetts insurance adviser license, pursuant to a separate written agreement executed before that work begins.

Arctis does not provide legal, tax, accounting, or investment advice. Clients should rely on their own counsel and tax advisors before acting on any analysis provided.

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