If the deal you are interested in says “Call eP” in the column titled “Approved” on the ePLANNING DPP report, this means you need to contact the home office and request the deal be approved for you. Additionally, if you are interested in a deal by a sponsor who is not yet approved with ePLANNING, you also need to contact us to request the deal be approved.

Send an email to Laura Kares ( lkares@eplanning.com ) with the information listed below.  Please feel free to follow-up the email with a phone call to Laura Kares at 800.815.1000 x159.

• Name of the sponsor
• Exact and complete name of the deal (some deals have similar names, in order to avoid any confusion, please be precise)
• What your time requirement is for needing the deal approved (this helps us prioritize the review process)

Please keep in mind that it can take anywhere from 1-3 weeks to get a deal reviewed and approved.  Key to ePLANNING’s due diligence process is the independent third party report on the deal generated by Snyder-Kearney, Mick & Associates, Buttonwood Investment, etc.  If for any reason the completion of the indepedent third party report is delayed, this will delay ePLANNING’s review of the deal.