Practice Improvement for Annuity Advisors

Practice Improvement

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*Name:
*Home Phone:
SSN:
Address:
City:
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Zip:
*Email:
*Date of event for which you are registering:

Are you currently licensed with American Equity?	Yes
If yes, are you willing/able to move this contract to Tucker Advisory Group?	Yes No

Are you currently licensed with Allianz?	Yes
If yes, are you willing/able to move this contract to Tucker Advisory Group?	Yes No

What is your current FMO/NMO (marketing organizations)?

Are you securities licensed?	Yes
If yes, are you able to contract with Indexed Annuity companies outside of your Broker/Dealer	Yes No

What % of your income is derived from Indexed Annuities?
How much premium are you on track to sell in Indexed Annuities this year?

Are you currently doing seminars?	Yes
If yes, how many per year?

Is there anything that has not been addressed by the above questions that would prohibit you from contracting with us?	Yes No
If no, please explain.
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1520 W. Canal Ct. Ste. 100, Littleton, CO 80120, 800.734.0076, 303.734.1234, info@tuckeradvisorygroup.com