How to I get Started with WIN?
Please complete all information completely. All requests for contracting are reviewed by a committee to place you at the appropriate level. All information is confidential.
Name: _______________________________________
Agency Name: _______________________________________
Address: _______________________________________
Telephone: _______________________________________
Type of Entity:
C Corporation
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S Corporation
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Partnership
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Sole Proprietor
Number of years in business? _____
Which insurance markets do you specialize in? (Check all that apply)
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Mortgage
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Business
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Estate Planning
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Retirement Planning
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Other (List)
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Which products do you generally sell? (Check all that apply)
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Term
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Return of Premium Term
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Non-Med Term
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Universal Life
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Equity Indexed UL
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Variable UL
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Whole Life
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Fixed Annuities
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Equity Indexed Annuities
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Variable Annuities
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Other (List)
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Contracted Contract Level Production
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AIG _________ ____________ _________
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Americo _________ ____________ _________
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Assurity _________ ____________ _________
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Chase _________ ____________ _________
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F&G _________ ____________ _________
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Genworth _________ ____________ _________
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Life Investors _________ ____________ _________
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National Guardian _________ ____________ _________
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West Coast Life _________ ____________ _________
Company Contract Level Production
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