Thank you for your interest in aligning your HealthSun contract under Plan Advisors. Here are the steps that need completion to secure a release from your current FMO:
- Secure a release letter from you current upline / FMO
- Must be on FMO letterhead
- Must state your name
- Must state carrier name
- Must be signed by a principal or officer
- Must be dated within the last 60 days
- Email a copy of the release letter to falli@myplanadvisors.com