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HealthSun Release Policy

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

 

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