Agent Resources
Corbin Lindsey
Birdseye Financial
360-722-7889, Ext 1
[email protected]
Scheduling a Meeting
Send the Client a Questionnaire
Picture
Use my platform if needed
Vertical Divider
Weekly Prayer Group
Wednesday @ 9 am cst
Sex Trafficking Rescue Ministry
Troy Brewer Ministries
FMO/IMO PARTNERS
Life and Business Owner Focus
​Capsur Office - 919-488-5840
​Agent Portal - mycapsur.com/agentportal
Staff Email - [email protected]
Terry Register (Advanced Markets)
Cell 919-349-9319
Calendar - Calendar Link
Email - [email protected]
Amy Brown (National Sales Director)
Call 919-488-7109
Email - Email Link
Calendar - Calendar Link
Terry Register Weekly Training
Monday Training @ Noon cst
​Live Calls with Terry (On Occasion)
Dial (719) 387-5556, then 4883686#
CapSur
CAPSUR
Vertical Divider
Life and Annuity Focus
FIG Office - 800-527-1155
​Agent Portal - FIGmarketing.com 

Patrick Howe (Senior VP Marketer)
Office 800-527-1155 Ext 200724
Cell 704-990-1021
​[email protected]​
​​Peter DeLuca (VP Annuity)
Office 800-527-1155
Cell ​704-990-9009
[email protected]​
Jason Cannon (VP Life)
Office 800-527-1155 ​Ext 200247
Direct 704-990-0922
[email protected]​​​
ANNUITY COMPANIES (Recommended)​
  • ​Allianz (Pays 7%)
  • Axonic (Pays 7.5%)
  • AIG (Corebridge) (Pays 7%)
  • Deleware
  • Global Atlantic (Pays 7%)
  • F&G (Pays 6.5%)
  • Lincoln
Annuity Focus
CreativeOne - 800-922-2642
​Agent Portal  - CreativeOne Agent Portal
John Heim
Sr. Business Annuity Sales
Office 913-402-2137
Cell 785-215-1596
Email - [email protected]
Josh Haas 
Annuity Director
Office 913-402-2129
Cell 785-249-4388
Email - [email protected]
Creative One
  • Marketing Incentive - When you usell $600,000 of FIA per quarter, you will get Marketing Dollars based upon your volume (John Heim can explain)
  • Address: 6330 Sprint Parkway, Suite 400, Overland Park, KS 66211
  • Weekly Carrier Updates
Learn how to sell to a Business Owner
(Tax Mitigation and Premium Finance)
Learn how to market Seminars
Learn how to Sell Annuities
We are experts on Retirement and Tax Planning Strategies.

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We appreciate your Online Review!
Birdseye Financial Services
​136 Hillside Drive E
Burleson, TX 76028

​Client Resources
Main # 360-722-7889
Texas # 817-717-1487
Fax #425-412-6865

​[email protected]
birdseyefinancial.com

Business Tax Mitigation for Business Owners
CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through Simplicity Asset Management, an SEC-registered investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online, and a SCOPE of appointment required by Medicare will be obtained 48 hours before any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county; we can validate these numbers upon request.)

State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.

PRIVACY POLICY       OPT-IN PROCESS >>>>>>>