Phone Consultation Registration

Give us 30 minutes, we’ll give you answers.

Want to review your insurance policy?
Need clarification regarding your 403(b) or IRA?

Register below and let us know a day and time to reach you by phone to discuss your concerns.

Each consultation is specific to either personal insurance or retirement savings. Sign up for one or both.

Registration steps

  1. Select a day and time frame you would like us to contact you.
  2. Choose what you would like to discuss.
  3. Submit the form.
  4. Mark your calendar.

We will try to reach you on the day of the week you have chosen. If we cannot reach you, we will leave you a voice mail and send you an email. You can email us to set up another time or fill out another request using the form(s) below.

FOR IN-DEPTH HELP: Visit the Financial Planning Services page.

FOR WRS HELP: Visit the Department of Employee Trust Funds website.

>>Register for a 30-minute insurance consultation

>>Register for a 30-minute retirement consultation

mentor nominations


Family eligibility