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Simply Release Policy

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
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