2 - WFG - I Know - LSPN Direct

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WFG CUSTOM PLAN REFERRAL

I Know My Client's CUSTOM Needs

ALL FIELDS ARE REQUIRED

Client

First Name:

Last Name:

Email Address:

Phone Number:

City:

State:

Select all the Applicable Items that make this a Custom Plan

Business Owner
Special Needs
High Net Worth
Tax Planning
Immigrant
International

Scheduling Information

Important Notes to consider before requesting a time block:

Initial Consultations are scheduled for 30 minutes.
Time Blocks listed are in two-hour blocks of time.
The 30-minute initial consultation will be scheduled within the Time Block requested.
If you need to schedule for a specific day (at least 3 days out, not more than 30) put the date in the Additional Information block below.

YOU MUST ALLOW 3 BUSINESS DAYS TO SCHEDULE AN APPOINTMENT

Consultation Day:

Consultation Time BLOCK:

CLIENT'S Time Zone:

Additional Information

Please give as much detailed information as possible

Does your client want to use the Financing Option?
YES NO

Note: Clients who chose to use the financing option will result in a lower referral compensation.

Financial Agent

In order to be compensated for this referral, you must be registered with LSPN.
If you are not registered, please click the following link:
https://www.lspndirect.com/registration.html

First Name:

Last Name:

Email Address:

Phone Number:

City:

State:

2nd Financial Agent

Are you splitting your commission with another agent?
NO YES

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