Please submit the following information so that we may:
  1. Approve you as an authorized Retirement Lesson Plan advisor.
  2. Include you in our searchable advisor directory so that teachers and others can easily find you.
  3. Create a profile page all about you, where teachers can contact you directly.

First Name *
Last Name *
E-mail Address *
Phone # *
Photo
Photo should be a professional headshot less than 1MB
Primary logo
Primary Logo is vendor logo (e.g. Security Benefits, MetLife, AXA, etc.)
Secondary logo
Secondary Logo is independent advisor logo (e.g. One2One Wealth Strategies, Graystone Partners, etc.). We realize you may only have a primary logo.
Broker/Dealer disclosure statement
Districts (select all that apply)
Self-enrollment data:
District
URL URL:

Link text:
Rep #
Plan #
Intro video (URL) URL:

Link text:
Do you offer variable annuities and or mutual funds?
Do you offer fixed insurance products?
In what counties do you work?
Use the control key to select more than one
Please verify that you have reviewed and agree to our code of conduct.
Code of conduct check box *
verify you have agree to our code of conduct
Please indicate you have reviewed and will comply with our advisor agreement
Do you agree? *
agree you will comply with our advisors agreement
Background check certification

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