Please complete the necessary information and submit.  We will process your request and send it to you either by Fax or Email within 24 hours.  Thank you for your request, we appreciate your business.

Rep Name:
Rep e-Mail:
Rep Phone Number:
Name of Client(s):
State of Client(s):
Age of Clients(s):  
a)
b)
Gender of Client(s):  
a) M F
b) M F
Approximate Premium Amount:
Tax Qualification:
Duration needed (long term VS short term):
Proposal Requested:
Product Objective (fixed VS index annuity, properly structured, single VS flexible premium etc.):
 
Comments:
   
 
 
This site is for licensed Financial Professionals only and Not for Consumer Distribution.
This site is not intended for legal and tax advice. Please consult your Attorney and Accountant for legal and tax advice.
© Copyright 2004, United Brokerage Services, Inc. All rights reserved.
3340-A Annapolis Lane North, Minneapolis, MN 55447. 763-512-1680.