Paul M. Kent

Welcome:


I have been working in the insurance & annuity industry for almost 20 years now.  For well over 10 years my focus has been assisting fellow educators in Santa Rosa County to set up TSAs and assist with DROP, Bencor, and 401k Rollovers.

I am a teacher in Santa Rosa County and am available after 2:30 each day (and into the evening and on weekends) to assist you with TSA, DROP, Rollovers, IRAs, Roth, etc.

Call us toll free: (800) 724-1303

RLI Solutions
317 Valencia St.
Gulf Breeze, FL  32561
Phone: (850) 932-1924
Fax: (850) 932-5884
Email: pkent@mchsi.com

Useful Links

Midland Customer Service Number: 1-877-586-0244
Midland Client Website:
https://www.midlandnational.com/

ING Customer Service Website: 1-877-884-5050
ING Client Website:
https://ingretirement.ingplans.com/eportal/welcome.do

Great American Customer Service Center: 1-800-854-3649
Great American Website:
http://www.greatamericaninsurancegroup.com/Annuities/Pages/default.aspx

Excellent Retirement Resource:
http://www.usretirementresource.com/

Social Security:
http://www.socialsecurity.gov/

IRS
http://www.irs.gov/

Bencor:

http://www.bencorplans.com/new/bencorplans/

Payroll  forms for TSA/457
https://www.tsacg.com/employee_site/forms/florida/santa_rosa_forms.htm

TSA Consulting Group Transaction Routing Request Form:
https://www.tsacg.com/documents/Transaction_Routing_Request_form.pdf