Annuity & Life Partner Sales (Adobe) : Tidewater Management Group

Agent Name:

Agent Phone Number:

Agent Email:

Agent NPN:

Client Name:

Client Age:

Client Email:

Client Phone:

State:

Married:

YES

Spouse Name:

Spouse Age:

Spouse Email:

Please check this box if you want to be included in all correspondence and involved in all meetings *This is not required and does not impact your compensation:

YES

Thank You!

What's Next?

An opt in agreement has now been sent to your client via Adobe sign (adobesign@adobesign.com). Please notify them to complete the e-signatures in order to move forward with a retirement readiness consultation from a licensed insurance agent.
Once the client has completed signatures, a licensed agent will reach out to your client. *If you opted in to be included in all communication, the agent will contact you prior to reaching out to the client.
If the client would like to move forward with an insurance product, the licensed agent will follow up with you via email with next steps including contracting with the selected carrier (*please plan to submit contracting within 3 days of this communication in order to receive split compensation).

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