We will review your application immediately. There are requirements for you to meet in order to become a member.

There are three requirements that must be met for membership. The reasons for these requirements are compliance and qualification.

The requirements are the following:

1. You must have the licenses necessary to make a presentation of our program which includes the sale of life insurance and securities, specifically mutual funds.
2. You must have a general knowledge of retirement plans - both qualified and non-qualified.
3. You must have current working relationships with CPA's and/or Tax Attorneys who have business clients.

It is important that you meet these requirements.

We will contact you directly or have you call us on our toll free number within 2-3 business days from the time we receive your application.

Thank you for your understanding and patience concerning our review process.

Review our Membership Benefits and Terms of Agreement before filling out the Membership Application. (this is a secure submittal form)

Click Here to complete a Membership Application
(this is a secure submittal form)