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PartnerPro
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Producer Information
Producer Name
(Required)
Producer First Name
Producer Last Name
Producer Email
(Required)
Producer Phone Number
(Required)
State
(Required)
Producer State
AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Life Licensed in State of Sale:
(Required)
YES
NO
Proposed Insured Information
Proposed Insured Name
(Required)
Proposed Insured First Name
Proposed Insured Last Name
State
(Required)
State
AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Gender
(Required)
Male
Female
Other
Date of Birth
(Required)
Email
(Required)
Phone Number
(Required)
Best Time To Call
What number should be called?
Residence
Business
Mobile
Proposed Insured Address
(Required)
Street Address
City
State / Province / Region
ZIP / Postal Code
Owner Address
Street Address
City
State / Province / Region
ZIP / Postal Code
Owner Email
Owner Phone
Select all types of solutions requested
(Required)
Annuities
Business Solutions
Disability Income Protection
Income Planning
Life Insurance
Long Term Care Insurance
Medicare
Additional Details/Comments:
Financial Professional Attestation
(Required)
I Accept the Terms of the Financial Professional Attestation
Financial Professional Attestation
1. Submission of this referral form does not waive or amend the terms of my existing producer agreement with Rohrer & Assoc., including but not limited to, any licensing and contracting requirements.
2. I acknowledge that to receive compensation, I must be licensed in the state of sale, appointed with the carrier the business is being submitted with, included as a writing agent on the application, and have current E&O coverage.
3. I acknowledge that Rohrer & Assoc. may accept or reject the submitted referral in its sole and absolute discretion. Rohrer & Assoc. shall timely communicate its acceptance or rejection of the referral with me.
5. In consideration of the payable compensation described above, I waive and relinquish any ownership rights concerning the referral, any policy resulting from the referral and/or entitlement to any other compensation concerning the referral to Rohrer & Assoc.
Rohrer & Assoc. PartnerPro program is not a means to circumvent any insurance license or carrier appointment requirements. Not all PartnerPro requests will be accepted.
For Financial Professional Use Only. Not intended for use in solicitation of sales to the public. Not intended to recommend the use of any product or strategy for any
particular client or class of clients. For use with non registered products only. Products and programs offered through Rohrer & Assoc. are not approved for use in all states.
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