FEDERAL BENEFITS REPORT INTAKE FORM
(ADVISOR USE ONLY)
Submit your requests for a federal benefits analysis report below. Each request must be made individually for each prospect. This is intended to be used with the federal leads that are purchased through Total Advisor. Please keep in mind the following guidelines when making your requests:
- Before putting in the request for the report, call the prospect first to verify their personal and financial data so that we can create the most accurate benefits report possible.
- For agents with scheduled appointments, allow up to a 72 hour turnaround
- Maximum (5) benefits analysis reports will be provided at NO COST.
- For agents who do not have scheduled appointments, allow to the end of the business week for it to be completed. Requests of this nature submitted on a Friday, will be completed the following week.
- ****The information requested below helps us create a simplified version of the federal benefits report. IF you are looking for a more detailed version of the report that requires more information than what's being asked below, then you will be required to purchase the software that allows for more customization.
- In addition, your first (5) benefit analysis reports are provided at NO COST. Thereafter each request will cost $20 per benefits analysis report request. To run your own reports, you can purchase the software by clicking the following link. Click Here to for details on how you can access the Federal Benefits Software immediately.