Let’s talk.
Every BAM and Commission Transparency Report engagement starts with a 30-minute intro call. The fastest path is through Jack, by email.
Email Jack to book an intro.
Send a short note. We’ll reply with a Teams link to walk through your 5500, the questions that prompted the outreach, and whether a CTR or BAM engagement is the right fit. 30 minutes, by selection.
A short call, then a real proposal.
30-minute intro
Jack walks through your current broker setup, your 5500, and the questions that prompted the call. No deck, no pitch. Just whether a CTR or BAM engagement is the right fit.
Scope and proposal
If the fit is there, you get a written scope. Three-week CTR, or a full BAM engagement with quarterly oversight. Fixed fee, no contingency, no carrier overrides.
Kickoff
Document collection starts the same week. You see findings in three weeks, in a format your fiduciary committee, CFO, and General Counsel can act on.
Prefer to read first? The Commission Transparency Report page walks through the deliverable and the methodology.
See the CTR
Neil handles strategic and committee-level conversations once an engagement is under way. For first contact, Jack is the right path.