Agents & Planners Online Information Form

 

 

To send your information to Property Crossing, please fill out the required fields on this form and click the Submit button on the bottom of this page. 

The information will be submitted to our employment department and one of our representatives will contact you (via email or phone) as soon as possible.


 I. PROSPECTIVE LOAN OFFICER INFORMATION
 

First Name

Middle Name

Last Name 

Suffix if applicable) 

Company Name 

Email

Telephone

FAX

Street City: State: Zip Code:

 


 II. PROFESSIONAL INFORMATION
 

Position Independent Agent

Captive Agent

MGA/BGA     Specify # Of Agents: 

Other   

Products

Check all the products you or your agents regularly sell.

Residential Mortgages

Commercial Mortgages 

Individual Health

Disability Income

Fixed Annuities

Medical Supplement

Term Life Insurance

Variable Products

Group Health

P&C

Mutual Funds

Stocks Or Bonds

Other     

Markets

Markets you currently target or plan to target.

 
Current Planned
Senior Market
Business Market
Associations
Financial Planning
Affluent Market
Group/Worksite
Mortgage Protection
Other 

           

Professional Designations/Licenses

Mortgage

CLU

ChFC

LUTC

CFP

CSA

P&C

Series 6

Series 7

Other     

Years In Insurance or Financial Planning Business 1 - 5

6 - 10

11 - 20

21+

Number Of Current Clients 1 - 50

51 - 100

101 - 250

251 - 500

501 - 1000

1001 - 1500

1501 - 2000

2000+

Annual Insurance or Financial Planning Income Under $50,000

$50,000 - $100,000

$100,001 - $200,000

$200,001 - $300,000

$300,001+

 


 III. SUBMIT
 

Comments: 

 

Your request for information is also your consent to allow us to contact you by telephone, fax, email, U.S. Mail, or other means for information about Property Crossing services and business opportunities.

 

 

 

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Last modified July 06,  2006

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