Thank you for your interest in aligning your Simply contract under Plan Advisors. Here are the parameters for which Simply will allow release from your current FMO:
- Secure a release letter from your current upline / FMO
- Must be on FMO letterhead
- Must state carrier name
- Must state your name
- Must have date of release
- Must be signed by a principal or officer
- A new contracting link will be emailed to you
- Upload release letter along with online contracting
- If a release letter cannot be obtained:
- You must have dated proof of request for release made to upline / FMO
- A new online contract can be completed after a 6-month waiting period
- Upload proof of request for release made to upline / FMO along with online contracting
