{"id":2436,"date":"2026-09-21T07:17:29","date_gmt":"2026-09-21T13:17:29","guid":{"rendered":"https:\/\/secure.eplanservices401k.com\/marketing\/?page_id=2436"},"modified":"2026-09-21T07:51:48","modified_gmt":"2026-09-21T13:51:48","slug":"test","status":"publish","type":"page","link":"https:\/\/secure.eplanservices401k.com\/marketing\/test\/","title":{"rendered":"test"},"content":{"rendered":"\n<br\/><br\/><br\/><br\/><br\/><br\/><br\/>\n\n\n<div class=\"container\" style=\"padding: 100px 0;\">\n\n<div> <button type=\"button\" class=\"btn btn-primary-l\" data-bs-toggle=\"modal\" data-bs-target=\"#financialAdvisorModal\">FA form<\/button><\/div>\n<br\/><br\/>\n<div> <button type=\"button\" class=\"btn btn-primary-l\" data-bs-toggle=\"modal\" data-bs-target=\"#defaultSalesModal\">Prospect Customer form<\/button><\/div>\n\n<\/div>\n\n<br\/><br\/><br\/><br\/><br\/><br\/><br\/>\n\n\n\n<!-- Modal -->\n<div class=\"modal fade\" id=\"financialAdvisorModal\" tabindex=\"-1\" aria-labelledby=\"exampleModalLabel\"\n    aria-hidden=\"true\">\n    <div class=\"modal-dialog \">\n        <div class=\"modal-content\">\n            <div class=\"modal-header\">\n                <h2>Refer a client<\/h2>\n                <button type=\"button\" class=\"btn-close\" data-bs-dismiss=\"modal\" aria-label=\"Close\"><\/button>\n            <\/div>\n            <div class=\"modal-body\">\n                <div class=\"modal-form\">\n                    <div class=\"modal-form__left\">\n                        <div class=\"epf epf-fa\">\r\n \r\n\r\n  <p class=\"epf-intro pt-3\">\r\n    All new plans referred by a Financial Advisor like yourself get $1,000 off\r\n    their setup fees. Each ePlan wholesale team member is dedicated to a specific\r\n    region of the US, so you\u2019ll work with someone with deep knowledge of\r\n    your client\u2019s state legislation.\r\n  <\/p>\r\n\r\n  <p class=\"epf-required-note\"><span class=\"epf-required\">*<\/span> indicates required fields<\/p>\r\n\r\n  <p class=\"epf-step-label\" id=\"epfStepLabel\">Step 1 of 2<\/p>\r\n  <div class=\"epf-step-bar\" aria-hidden=\"true\"><span id=\"epfStepBar\"><\/span><\/div>\r\n\r\n  <form id=\"faLeadForm\" action=\"https:\/\/test.salesforce.com\/servlet\/servlet.WebToLead?encoding=UTF-8&#038;orgId=00DWG000004OGan\" method=\"POST\" novalidate\r\n  onsubmit=\"return validateForm(this, referCaptchaWidget, 'recaptcha-error-refer');\">\r\n    <input type=\"hidden\" name=\"oid\" value=\"00DWG000004OGan\">\r\n    <!-- Thank-you page. Web-to-Lead 302-redirects here after a successful post. -->\r\n    <input type=\"hidden\" name=\"retURL\" value=\"\" id=\"salesforce-retURL-refer\">\r\n\r\n<script>\r\n  \/\/ Dynamically set the retURL to the current page URL + your modal anchor\r\n  document.getElementById('salesforce-retURL-refer').value = window.location.href.split('#')[0] + '#sentReferModal';\r\n<\/script>\r\n\r\n    <input type=\"hidden\" id=\"lead_source\" name=\"lead_source\" value=\"Referral-Financial Advisor\">\r\n    <!-- Referral_Type__c -->\r\n    <input type=\"hidden\" id=\"00NWG0000044CbO\" name=\"00NWG0000044CbO\" value=\"Advisor\">\r\n    <!-- ePlan__c checkbox -->\r\n    <input type=\"hidden\" id=\"00NWG0000044CbP\" name=\"00NWG0000044CbP\" value=\"1\">\r\n    <!-- Referral_From_Name__c - populated by the script at the bottom -->\r\n    <input type=\"hidden\" id=\"00N50000001HFuM\" name=\"00N50000001HFuM\" value=\"\">\r\n\r\n    <!-- DEBUG: uncomment these two lines to have Salesforce email the raw POST\r\n         body. If the email arrives, Salesforce received the submission and you\r\n         can read exactly which parameters landed. If nothing arrives, the POST\r\n         never reached Salesforce at all. Re-comment before go-live.\r\n    <input type=\"hidden\" name=\"debug\" value=\"1\">\r\n    <input type=\"hidden\" name=\"debugEmail\" value=\"ymuralidhar@paychex.com\">\r\n    -->\r\n\r\n    <!-- ============================ STEP 1 ============================ -->\r\n    <div class=\"epf-step\" id=\"epfStep1\" data-step=\"1\">\r\n      <h3 class=\"epf-section-title\">Your Information<\/h3>\r\n\r\n      <div class=\"epf-grid\">\r\n        <div class=\"epf-group\">\r\n          <label for=\"advisor_first_name\">First Name <span class=\"epf-required\">*<\/span><\/label>\r\n          <input id=\"advisor_first_name\" type=\"text\" maxlength=\"40\" required>\r\n        <\/div>\r\n\r\n        <div class=\"epf-group\">\r\n          <label for=\"advisor_last_name\">Last Name <span class=\"epf-required\">*<\/span><\/label>\r\n          <input id=\"advisor_last_name\" type=\"text\" maxlength=\"40\" required>\r\n        <\/div>\r\n\r\n        <div class=\"epf-group\">\r\n          <label for=\"00NWG0000044CbN\">CRD (Central Registration Depository) Number<\/label>\r\n              <input id=\"00NWG0000044CbN\" name=\"00NWG0000044CbN\" type=\"text\" inputmode=\"numeric\" pattern=\"[0-9]*\" maxlength=\"7\">\r\n          <a class=\"epf-hint-link\" href=\"https:\/\/brokercheck.finra.org\/\" target=\"_blank\" rel=\"noreferrer\">Find your CRD number<\/a>\r\n        <\/div>\r\n\r\n        <div class=\"epf-group\">\r\n          <label for=\"00N70000001Zxvy\">Phone Number <span class=\"epf-required\">*<\/span><\/label>\r\n          <input id=\"00N70000001Zxvy\" name=\"00N70000001Zxvy\" type=\"tel\" inputmode=\"numeric\" pattern=\"[0-9]*\" class=\"epf-phone-field\" maxlength=\"12\" required>\r\n        <\/div>\r\n\r\n        <div class=\"epf-group\">\r\n          <label for=\"00N70000001Zxw3\">Email <span class=\"epf-required\">*<\/span><\/label>\r\n          <input id=\"00N70000001Zxw3\" name=\"00N70000001Zxw3\" type=\"email\" inputmode=\"email\" autocomplete=\"email\" class=\"epf-email-field\" maxlength=\"200\" required>\r\n        <\/div>\r\n\r\n        <div class=\"epf-group\">\r\n          <label for=\"city\">City <span class=\"epf-required\">*<\/span><\/label>\r\n          <input id=\"city\" name=\"city\" type=\"text\" maxlength=\"40\" required>\r\n        <\/div>\r\n\r\n        <div class=\"epf-group epf-half\">\r\n          <label for=\"state\">State <span class=\"epf-required\">*<\/span><\/label>\r\n          <select id=\"state\" name=\"state\" required>\r\n            <option value=\"\">Select a state<\/option>\r\n            <option value=\"AL\">Alabama<\/option>\r\n            <option value=\"AK\">Alaska<\/option>\r\n            <option value=\"AZ\">Arizona<\/option>\r\n            <option value=\"AR\">Arkansas<\/option>\r\n            <option value=\"CA\">California<\/option>\r\n            <option value=\"CO\">Colorado<\/option>\r\n            <option value=\"CT\">Connecticut<\/option>\r\n            <option value=\"DE\">Delaware<\/option>\r\n            <option value=\"FL\">Florida<\/option>\r\n            <option value=\"GA\">Georgia<\/option>\r\n            <option value=\"HI\">Hawaii<\/option>\r\n            <option value=\"ID\">Idaho<\/option>\r\n            <option value=\"IL\">Illinois<\/option>\r\n            <option value=\"IN\">Indiana<\/option>\r\n            <option value=\"IA\">Iowa<\/option>\r\n            <option value=\"KS\">Kansas<\/option>\r\n            <option value=\"KY\">Kentucky<\/option>\r\n            <option value=\"LA\">Louisiana<\/option>\r\n            <option value=\"ME\">Maine<\/option>\r\n            <option value=\"MD\">Maryland<\/option>\r\n            <option value=\"MA\">Massachusetts<\/option>\r\n            <option value=\"MI\">Michigan<\/option>\r\n            <option value=\"MN\">Minnesota<\/option>\r\n            <option value=\"MS\">Mississippi<\/option>\r\n            <option value=\"MO\">Missouri<\/option>\r\n            <option value=\"MT\">Montana<\/option>\r\n            <option value=\"NE\">Nebraska<\/option>\r\n            <option value=\"NV\">Nevada<\/option>\r\n            <option value=\"NH\">New Hampshire<\/option>\r\n            <option value=\"NJ\">New Jersey<\/option>\r\n            <option value=\"NM\">New Mexico<\/option>\r\n            <option value=\"NY\">New York<\/option>\r\n            <option value=\"NC\">North Carolina<\/option>\r\n            <option value=\"ND\">North Dakota<\/option>\r\n            <option value=\"OH\">Ohio<\/option>\r\n            <option value=\"OK\">Oklahoma<\/option>\r\n            <option value=\"OR\">Oregon<\/option>\r\n            <option value=\"PA\">Pennsylvania<\/option>\r\n            <option value=\"RI\">Rhode Island<\/option>\r\n            <option value=\"SC\">South Carolina<\/option>\r\n            <option value=\"SD\">South Dakota<\/option>\r\n            <option value=\"TN\">Tennessee<\/option>\r\n            <option value=\"TX\">Texas<\/option>\r\n            <option value=\"UT\">Utah<\/option>\r\n            <option value=\"VT\">Vermont<\/option>\r\n            <option value=\"VA\">Virginia<\/option>\r\n            <option value=\"WA\">Washington<\/option>\r\n            <option value=\"WV\">West Virginia<\/option>\r\n            <option value=\"WI\">Wisconsin<\/option>\r\n            <option value=\"WY\">Wyoming<\/option>\r\n          <\/select>\r\n        <\/div>\r\n\r\n        <div class=\"epf-group epf-half\">\r\n          <label for=\"zip\">Zip Code <span class=\"epf-required\">*<\/span><\/label>\r\n           <input id=\"zip\" name=\"zip\" type=\"text\" inputmode=\"numeric\" pattern=\"[0-9]*\" maxlength=\"5\" required>\r\n        <\/div>\r\n      <\/div>\r\n\r\n      <div class=\"epf-actions\">\r\n        <button class=\"epf-btn\" type=\"button\" id=\"epfNext\">Next: Your Client\u2019s Info<\/button>\r\n      <\/div>\r\n    <\/div>\r\n\r\n    <!-- ============================ STEP 2 ============================ -->\r\n    <div class=\"epf-step\" id=\"epfStep2\" data-step=\"2\" hidden>\r\n      <h3 class=\"epf-section-title\">Your Client\u2019s Info<\/h3>\r\n\r\n      <div class=\"epf-grid\">\r\n        <div class=\"epf-group\">\r\n          <label for=\"first_name\">Client First Name<\/label>\r\n          <input id=\"first_name\" name=\"first_name\" type=\"text\" maxlength=\"40\">\r\n        <\/div>\r\n\r\n        <div class=\"epf-group\">\r\n          <label for=\"last_name\">Client Last Name <span class=\"epf-required\">*<\/span><\/label>\r\n          <input id=\"last_name\" name=\"last_name\" type=\"text\" maxlength=\"80\" required>\r\n        <\/div>\r\n\r\n        <div class=\"epf-group\">\r\n          <label for=\"email\">Client Email<\/label>\r\n          <input id=\"email\" name=\"email\" type=\"email\" inputmode=\"email\" autocomplete=\"email\" class=\"epf-email-field\" maxlength=\"200\">\r\n        <\/div>\r\n\r\n        <div class=\"epf-group\">\r\n          <label for=\"phone\">Client Phone Number<\/label>\r\n          <input id=\"phone\" name=\"phone\" type=\"tel\" inputmode=\"numeric\" pattern=\"[0-9]*\" class=\"epf-phone-field\" maxlength=\"12\">\r\n        <\/div>\r\n\r\n        <div class=\"epf-group\">\r\n          <label for=\"company\">Client Company Name <span class=\"epf-required\">*<\/span><\/label>\r\n          <input id=\"company\" name=\"company\" type=\"text\" maxlength=\"200\" required>\r\n        <\/div>\r\n\r\n        <div class=\"epf-group\">\r\n          <label for=\"employees\">Number of Employees<\/label>\r\n          <input id=\"employees\" name=\"employees\" type=\"text\" inputmode=\"numeric\" pattern=\"[0-9]*\" maxlength=\"5\">\r\n        <\/div>\r\n\r\n        <div class=\"epf-group\">\r\n          <label class=\"epf-option\" for=\"00N70000003WGAS\">\r\n            <input id=\"00N70000003WGAS\" name=\"00N70000003WGAS\" type=\"checkbox\" value=\"1\">\r\n            <span>This is a new 401(k) plan<\/span>\r\n          <\/label>\r\n        <\/div>\r\n\r\n        <div class=\"epf-group\">\r\n          <label for=\"00N70000002p5B8\">Comments<\/label>\r\n          <textarea id=\"00N70000002p5B8\" name=\"00N70000002p5B8\" maxlength=\"255\"><\/textarea>\r\n        <\/div>\r\n\r\n\r\n\r\n\r\n    <div class=\"epf-group epf-recaptcha\">\r\n\r\n<div id=\"captcha-refer\" class=\"g-recaptcha\"><\/div>\r\n\r\n<div id=\"recaptcha-error-refer\"\r\n     class=\"epf-recaptcha-error\"\r\n     role=\"alert\"\r\n     aria-live=\"polite\"><\/div>\r\n    <\/div>\r\n\r\n      <\/div>\r\n\r\n      <div class=\"epf-actions\">\r\n        <button class=\"epf-btn epf-btn-back\" type=\"button\" id=\"epfBack\">Previous<\/button>\r\n        <button class=\"epf-btn\" type=\"submit\" name=\"submit\">Submit Referral<\/button>\r\n       \r\n      <\/div>\r\n    <\/div>\r\n\r\n\r\n\r\n\r\n\r\n<div class=\"lets-talk-contact pb-2\" style=\"margin-top:47px;\">\r\n<div>\r\n<img decoding=\"async\" src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-mail.svg\" alt=\"\" loading=\"lazy\"> <a href=\"mailto:sales@eplanservices.com\"> sales@eplanservices.com <\/a>\r\n<\/div>\r\n<div>\r\n<img decoding=\"async\" src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-phone.svg\" alt=\"\" loading=\"lazy\"> <a href=\"tel:8555884775\">855-588-4775<\/a><\/div>\r\n<\/div>\r\n\r\n\r\n\r\n\r\n  <\/form>\r\n\r\n  <script>\r\n    (function () {\r\n      var form  = document.getElementById('faLeadForm');\r\n      if (!form) { return; }\r\n\r\n      var step1 = document.getElementById('epfStep1');\r\n      var step2 = document.getElementById('epfStep2');\r\n      var label = document.getElementById('epfStepLabel');\r\n      var bar   = document.getElementById('epfStepBar');\r\n\r\n      function goToStep(n) {\r\n        var onOne = (n === 1);\r\n        step1.hidden = !onOne;\r\n        step2.hidden = onOne;\r\n        label.textContent = 'Step ' + n + ' of 2';\r\n        bar.style.width = onOne ? '50%' : '100%';\r\n        \/\/ bring the top of the form back into view inside the modal\r\n        if (label.scrollIntoView) {\r\n          label.scrollIntoView({ block: 'nearest' });\r\n        }\r\n      }\r\n\r\n      \/\/ Validate only the step 1 fields before advancing. This matters:\r\n      \/\/ step 1 stays in the DOM while hidden, so its required fields must\r\n      \/\/ already be valid or the browser cannot validate them on submit.\r\ndocument.getElementById('epfNext').addEventListener('click', function () {\r\n  if (!validateRequiredFields(form, step1)) {\r\n    return;\r\n  }\r\n\r\n  goToStep(2);\r\n});\r\n\r\n      document.getElementById('epfBack').addEventListener('click', function () {\r\n        goToStep(1);\r\n      });\r\n\r\n      \/\/ Join the two advisor name inputs into Referral_From_Name__c (80 chars).\r\n      \/\/ The visible inputs have no name attribute, so only the hidden field posts.\r\n      form.addEventListener('submit', function () {\r\n        var first = document.getElementById('advisor_first_name').value.trim();\r\n        var last  = document.getElementById('advisor_last_name').value.trim();\r\n        document.getElementById('00N50000001HFuM').value =\r\n          (first + ' ' + last).trim().substring(0, 80);\r\n      });\r\n\r\n      goToStep(1);\r\n    })();\r\n  <\/script>\r\n<\/div>\r\n                    <\/div>\n                                    <\/div>\n            <\/div>\n                    <\/div>\n    <\/div>\n<\/div>\n\n\n<!-- Modal -->\n<div class=\"modal fade\" id=\"defaultSalesModal\" tabindex=\"-1\" aria-labelledby=\"exampleModalLabel\"\n    aria-hidden=\"true\">\n    <div class=\"modal-dialog \">\n        <div class=\"modal-content\">\n            <div class=\"modal-header\">\n                <h2>Contact our sales team<\/h2>\n                <button type=\"button\" class=\"btn-close\" data-bs-dismiss=\"modal\" aria-label=\"Close\"><\/button>\n            <\/div>\n            <div class=\"modal-body\">\n                <div class=\"modal-form\">\n                    <div class=\"modal-form__left\">\n                        <div class=\"epf\">\r\n<div class=\"gform_heading py-3\">\r\n<span class=\"epf-required\">*<\/span> indicates required fields\r\n<\/div>\r\n\r\n  <form action=\"https:\/\/test.salesforce.com\/servlet\/servlet.WebToLead?encoding=UTF-8&#038;orgId=00DWG000004OGan\" method=\"POST\" novalidate\r\n  onsubmit=\"return validateForm(this, directCaptchaWidget, 'recaptcha-error-direct');\">\r\n    <input type=\"hidden\" name=\"oid\" value=\"00DWG000004OGan\">\r\n    <!-- Thank-you page. Web-to-Lead 302-redirects here after a successful post. -->\r\n    <input type=\"hidden\" name=\"retURL\" value=\"\" id=\"salesforce-retURL\">\r\n\r\n<script>\r\n  \/\/ Dynamically set the retURL to the current page URL + your modal anchor\r\n  document.getElementById('salesforce-retURL').value = window.location.href.split('#')[0] + '#sentModal';\r\n<\/script>\r\n\r\n    <!-- Gates Partner Referral creation via LeadSource__c -> OwnedByDefault__c -->\r\n    <input type=\"hidden\" id=\"lead_source\" name=\"lead_source\" value=\"ePlan\">\r\n    <!-- Referral_Type__c -->\r\n    <input type=\"hidden\" id=\"00NWG0000044CbO\" name=\"00NWG0000044CbO\" value=\"Client Direct\">\r\n    <!-- ePlan__c checkbox -->\r\n    <input type=\"hidden\" id=\"00NWG0000044CbP\" name=\"00NWG0000044CbP\" value=\"1\">\r\n\r\n    <!-- DEBUG: uncomment these two lines to have Salesforce email the raw POST\r\n         body. If the email arrives, Salesforce received the submission and you\r\n         can read exactly which parameters landed. If nothing arrives, the POST\r\n         never reached Salesforce at all. Re-comment before go-live.\r\n    <input type=\"hidden\" name=\"debug\" value=\"1\">\r\n    <input type=\"hidden\" name=\"debugEmail\" value=\"ymuralidhar@paychex.com\">\r\n    -->\r\n\r\n    <div class=\"epf-grid\">\r\n      <div class=\"epf-group\">\r\n        <label for=\"direct_first_name\">First Name <span class=\"epf-required\">*<\/span><\/label>\r\n        <input id=\"direct_first_name\" name=\"first_name\" type=\"text\" maxlength=\"40\" required>\r\n      <\/div>\r\n\r\n      <div class=\"epf-group\">\r\n        <label for=\"direct_last_name\">Last Name <span class=\"epf-required\">*<\/span><\/label>\r\n        <input id=\"direct_last_name\" name=\"last_name\" type=\"text\" maxlength=\"80\" required>\r\n      <\/div>\r\n\r\n      <div class=\"epf-group\">\r\n        <label for=\"direct_phone\">Phone Number <span class=\"epf-required\">*<\/span><\/label>\r\n        <input id=\"direct_phone\" name=\"phone\" type=\"tel\" inputmode=\"numeric\" pattern=\"[0-9]*\" class=\"epf-phone-field\" maxlength=\"12\" required>\r\n      <\/div>\r\n\r\n      <div class=\"epf-group\">\r\n        <label for=\"direct_email\">Email <span class=\"epf-required\">*<\/span><\/label>\r\n        <input id=\"direct_email\" name=\"email\" type=\"email\" inputmode=\"email\" autocomplete=\"email\" class=\"epf-email-field\" maxlength=\"200\" required>\r\n      <\/div>\r\n\r\n      <div class=\"epf-group\">\r\n        <label for=\"direct_company\">Company <span class=\"epf-required\">*<\/span><\/label>\r\n        <input id=\"direct_company\" name=\"company\" type=\"text\" maxlength=\"40\" required>\r\n      <\/div>\r\n\r\n      <div class=\"epf-group\">\r\n        <label for=\"direct_employees\">Number of Employees<\/label>\r\n        <input id=\"direct_employees\" name=\"employees\" type=\"text\" inputmode=\"numeric\" pattern=\"[0-9]*\" maxlength=\"6\">\r\n      <\/div>\r\n\r\n      <div class=\"epf-group\">\r\n        <label for=\"00N70000002p5B8\">What do you want to discuss?<\/label>\r\n        <textarea id=\"00N70000002p5B8\" name=\"00N70000002p5B8\" maxlength=\"255\"><\/textarea>\r\n      <\/div>\r\n\r\n\r\n\r\n    <div class=\"epf-group epf-recaptcha\">\r\n\r\n<div id=\"captcha-direct\" class=\"g-recaptcha\"><\/div>\r\n\r\n<div id=\"recaptcha-error-direct\"\r\n     class=\"epf-recaptcha-error\"\r\n     role=\"alert\"\r\n     aria-live=\"polite\"><\/div>\r\n    <\/div>\r\n\r\n\r\n    <\/div>\r\n\r\n    <div class=\"epf-submit-wrap text-center\">\r\n      <button class=\"epf-btn\" type=\"submit\" name=\"submit\">Send Message<\/button>\r\n    <\/div>\r\n\r\n  <\/form>\r\n\r\n  <!-- Contact footer -->\r\n<div class=\"lets-talk-contact pb-2\">\r\n<div>\r\n<img decoding=\"async\" src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-mail.svg\" alt=\"\" loading=\"lazy\"> <a href=\"mailto:sales@eplanservices.com\"> sales@eplanservices.com <\/a>\r\n<\/div>\r\n<div>\r\n<img decoding=\"async\" src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-phone.svg\" alt=\"\" loading=\"lazy\"> <a href=\"tel:8555884775\">855-588-4775<\/a><\/div>\r\n<\/div>\r\n\r\n\r\n\r\n<\/div>\r\n\r\n\r\n<script>\r\n\r\ndocument.querySelectorAll('input[inputmode=\"numeric\"]').forEach(function (field) {\r\n  field.addEventListener('input', function () {\r\n    if (field.type === 'tel') {\r\n      const digits = field.value.replace(\/\\D\/g, '').slice(0, 10);\r\n      if (digits.length <= 3) {\r\n        field.value = digits;\r\n      } else if (digits.length <= 6) {\r\n        field.value = digits.slice(0, 3) + '-' + digits.slice(3);\r\n      } else {\r\n        field.value = digits.slice(0, 3) + '-' + digits.slice(3, 6) + '-' + digits.slice(6);\r\n      }\r\n    } else {\r\n      field.value = field.value.replace(\/\\D\/g, '');\r\n    }\r\n  });\r\n});\r\n\r\nfunction validateRequiredFields(form, container) {\r\n  let isValid = true;\r\n  const emailPattern = \/^[^\\s@]+@[^\\s@]+\\.[^\\s@]+$\/;\r\n\r\n  form.querySelectorAll('.epf-field-error').forEach(function (error) {\r\n    error.remove();\r\n  });\r\n\r\n  form.querySelectorAll('.epf-input-error').forEach(function (field) {\r\n    field.classList.remove('epf-input-error');\r\n  });\r\n\r\n  const fields = new Set(container.querySelectorAll('[required]'));\r\n  container.querySelectorAll('.epf-email-field').forEach(function (field) {\r\n    fields.add(field);\r\n  });\r\n  container.querySelectorAll('.epf-phone-field').forEach(function (field) {\r\n    fields.add(field);\r\n  });\r\n\r\n  fields.forEach(function (field) {\r\n    let message = '';\r\n\r\n    let isRequiredAndEmpty = false;\r\n    if (field.hasAttribute('required')) {\r\n      if (!field.value.trim()) {\r\n        isRequiredAndEmpty = true;\r\n      }\r\n    }\r\n\r\n    if (isRequiredAndEmpty) {\r\n      const label = form.querySelector(\r\n        'label[for=\"' + CSS.escape(field.id) + '\"]'\r\n      );\r\n\r\n      const fieldName = label\r\n        ? label.textContent.replace(\/\\*\/g, '').trim()\r\n        : 'This field';\r\n\r\n      message = fieldName + ' is required.';\r\n    } else if (field.classList.contains('epf-email-field')) {\r\n      if (field.value.trim()) {\r\n        if (!emailPattern.test(field.value.trim())) {\r\n          message = 'Please enter a valid email address.';\r\n        }\r\n      }\r\n    } else if (field.classList.contains('epf-phone-field')) {\r\n      if (field.value.trim()) {\r\n        if (field.value.replace(\/\\D\/g, '').length !== 10) {\r\n          message = 'Please enter a 10-digit phone number.';\r\n        }\r\n      }\r\n    } else if (field.type === 'email') {\r\n      if (field.value.trim()) {\r\n        if (!field.validity.valid) {\r\n          message = 'Please enter a valid email address.';\r\n        }\r\n      }\r\n    }\r\n\r\n    if (message) {\r\n      isValid = false;\r\n      field.classList.add('epf-input-error');\r\n\r\n      const error = document.createElement('div');\r\n      error.className = 'epf-field-error';\r\n      error.textContent = message;\r\n      error.setAttribute('role', 'alert');\r\n\r\n      field.insertAdjacentElement('afterend', error);\r\n    }\r\n  });\r\n\r\n  if (!isValid) {\r\n    const firstInvalidField = container.querySelector('.epf-input-error');\r\n\r\n    if (firstInvalidField) {\r\n      firstInvalidField.focus();\r\n    }\r\n  }\r\n\r\n  return isValid;\r\n}\r\n\r\n\r\nfunction validateForm(form, captchaWidget, captchaErrorId) {\r\n  if (!validateRequiredFields(form, form)) {\r\n    return false;\r\n  }\r\n\r\n  const captchaError = document.getElementById(captchaErrorId);\r\n  let captchaResponse = '';\r\n  if (typeof grecaptcha !== 'undefined') {\r\n    if (captchaWidget !== undefined) {\r\n      captchaResponse = grecaptcha.getResponse(captchaWidget);\r\n    }\r\n  }\r\n\r\n  if (!captchaResponse) {\r\n    captchaError.textContent =\r\n      'The reCAPTCHA was invalid. Go back and try it again.';\r\n    captchaError.classList.add('is-visible');\r\n    return false;\r\n  }\r\n\r\n  captchaError.textContent = '';\r\n  captchaError.classList.remove('is-visible');\r\n\r\n  return true;\r\n}\r\n<\/script>\r\n\r\n<script>\r\n  let directCaptchaWidget;\r\n  let referCaptchaWidget;\r\n\r\n  function renderRecaptchas() {\r\n    directCaptchaWidget = grecaptcha.render('captcha-direct', {\r\n      sitekey: '6Lc40F4UAAAAAEaJv15Cymeb3sgsXVVlZmLOjkES'\r\n    });\r\n\r\n    referCaptchaWidget = grecaptcha.render('captcha-refer', {\r\n      sitekey: '6Lc40F4UAAAAAEaJv15Cymeb3sgsXVVlZmLOjkES'\r\n    });\r\n  }\r\n<\/script>\r\n\r\n<script src=\"https:\/\/www.google.com\/recaptcha\/api.js?onload=renderRecaptchas&#038;render=explicit\"\r\n        async defer><\/script>\r\n\r\n\r\n                    <\/div>\n                                    <\/div>\n            <\/div>\n                    <\/div>\n    <\/div>\n<\/div>\n\n\n<!-- Modal -->\n<div class=\"modal fade\" id=\"sentModal\" tabindex=\"-1\" aria-labelledby=\"exampleModalLabel\"\n    aria-hidden=\"true\">\n    <div class=\"modal-dialog \">\n        <div class=\"modal-content\">\n            <div class=\"modal-header\">\n                <h2>Contact our sales team<\/h2>\n                <button type=\"button\" class=\"btn-close\" data-bs-dismiss=\"modal\" aria-label=\"Close\"><\/button>\n            <\/div>\n            <div class=\"modal-body\">\n                <div class=\"modal-form\">\n                    <div class=\"modal-form__left\">\n                        <div class=\"text-center py-4\">\r\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-73\" src=\"\/marketing\/wp-content\/uploads\/sites\/23\/2025\/10\/icon-faq.svg\" alt=\"\" width=\"80\" height=\"78\"><\/p>\r\n<p class=\"confirmation\">We received your information!<\/p>\r\n<p>Our sales team will get back to you soon.<\/p>\r\n<\/div>\r\n\r\n<div class=\"lets-talk-contact pb-2\">\r\n<div>\r\n<img decoding=\"async\" src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-mail.svg\" alt=\"\" loading=\"lazy\"> <a href=\"mailto:sales@eplanservices.com\"> sales@eplanservices.com <\/a>\r\n<\/div>\r\n<div>\r\n<img decoding=\"async\" src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-phone.svg\" alt=\"\" loading=\"lazy\"> <a href=\"tel:8555884775\">855-588-4775<\/a><\/div>\r\n<\/div>                    <\/div>\n                                    <\/div>\n            <\/div>\n                    <\/div>\n    <\/div>\n<\/div>\n\n\n<!-- Modal -->\n<div class=\"modal fade\" id=\"sentReferModal\" tabindex=\"-1\" aria-labelledby=\"exampleModalLabel\"\n    aria-hidden=\"true\">\n    <div class=\"modal-dialog \">\n        <div class=\"modal-content\">\n            <div class=\"modal-header\">\n                <h2>Refer a Client to ePlan Services<\/h2>\n                <button type=\"button\" class=\"btn-close\" data-bs-dismiss=\"modal\" aria-label=\"Close\"><\/button>\n            <\/div>\n            <div class=\"modal-body\">\n                <div class=\"modal-form\">\n                    <div class=\"modal-form__left\">\n                        <div class=\"text-center py-4\">\r\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-73\" src=\"\/marketing\/wp-content\/uploads\/sites\/23\/2025\/10\/icon-faq.svg\" alt=\"\" width=\"80\" height=\"78\"><\/p>\r\n<p class=\"confirmation\">We received your information!<\/p>\r\n<p>Our team will get back to you soon.<\/p>\r\n<\/div>\r\n\r\n<div class=\"lets-talk-contact pb-2\">\r\n<div>\r\n<img decoding=\"async\" src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-mail.svg\" alt=\"\" loading=\"lazy\"> <a href=\"mailto:sales@eplanservices.com\"> sales@eplanservices.com <\/a>\r\n<\/div>\r\n<div>\r\n<img decoding=\"async\" src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-phone.svg\" alt=\"\" loading=\"lazy\"> <a href=\"tel:8555884775\">855-588-4775<\/a><\/div>\r\n<\/div>                    <\/div>\n                                    <\/div>\n            <\/div>\n                    <\/div>\n    <\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>FA form Prospect Customer form<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-2436","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - 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