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PTE 84-24 DISCLOSURE AND AKNOWLEDGEMENT FORM

Please fill in the following fields and click submit to download a completed form.

8424 Disclosure Form

Name of Individual Agent licensed to sell tax-qualified annuities:

Name of Proposed IRA Owner

% Amount of Premium received by Insurance Company during the first contract year; and/or

% Amount of Policy Accumulation Value each year the Annuity Contract is in force

If the Agent is not compensated on a percentage of premium basis, the alternative compensation arrangement is described below (leave blank if not applicable):

Signature of prospective Owner/Plan Fiduciary (leave blank if having client sign in person)

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Advisor Email

Name

First

Last

Phone

If you are human, leave this field blank.

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Superior Case Design

Instead of recommending the same products over and over, at AShare, our team takes a holistic approach to case design and we strive to always recommend the best and most suitable products for clients.

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Unique Marketing Tools

Marketing is the life blood of this business and AShare has the best tools in the industry to educate and motivate clients to engage and work with advisors!

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Ownership Opportunity

Are you tired of feeling under-appreciated by the IMOs you work with? That can all change when you have the opportunity to become an owner in your IMO (AShare).

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Client First Recommendations WITH Transparency!

The Insurance industry has a history of putting the client’s needs behind the insurance agent and IMO. AShare was created to break this cycle and to cater to advisors who want to put their client’s needs first!

AShare also has a transparent commission model where advisors know what’s on the table and if they are getting their fair share. It’s time to put to bed the old ways of doing things in the insurance industry and AShare is blazing a new and better trail for advisors who want to come on board.