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It’s simple to have an illustration prepared. Here’s how it works:
| Step One: | Complete the Producer Engagement Letter Print the letter off, read it, complete it and fax it to 321.397.0409 |
| Step Two: | Print off the Data Request form |
| Step Three: | Upon receipt we will call to discuss the data and get an idea of the presentation you wish to make to the client. |
| Step Four: | We will prepare the illustration and send it to you via email in Read Only format. We will make the presentation using our online presentation/conference call software – gotomeeting.com. We suggest you, the client, the client’s CPA and anyone else necessary to make a decision be present for the presentation and conference call. |
| Step Five: | Once the decision is made to move forward, follow the link to Implement a Plan. |
Securities
offered through Ogilvie Security Advisors Corp.
71 South Wacker, Suite 3025, Chicago, IL 60606
Tel: 312.335.5476
Member FINRA www.finra.org
/ SIPC www.sipc.org
Ogilvie Security Advisors Corp and 412i Plans, Inc. are independently
owned and operated.
License numbers: California (0A09141) and Wisconsin (1045269) |
