Retirement Services: Updated Installation Documents and Fee Schedule
Effective as of October 1, 2023, Lafayette Life Retirement Services will be implementing an updated Services Agreement and Fee Schedule for all new plans. To ensure LLIC Retirement Services can continue providing the high level of services you and your clients expect we must continue to invest in our people and processes, which means updating our pricing from time-to-time. The new documents are contained in our further improved and updated Installation Packet, which is available here.
In addition to the updated Fee Schedule, the updated Installation Packet includes updates to the Installation Checklist and other documents in the Installation Packet. At Lafayette Life Retirement Services we are always striving to our plan sales process easier and smoother for you and your clients.