IMPORTANT INFORMATION!!!
All Clients who met Corbin Lindsey through JD Mellberg

It has been my pleasure to work with you in partnership with JD Mellberg who was the initial method in which we met each other and began our working relationship as your advisor for Annuities. In fact, I have worked with JD Mellberg company for the last 7 ½ years and the journey has been great.
 
With the amazing growth of my practice, I have chosen to part ways with JD Mellberg as I am less dependent upon their back office support and marketing efforts. In doing so, JD Mellberg will enforce both a NON-COMPETE agreement and NON-SOLICITATION agreement on me for three years. 

What does this mean for you?
 YOU HAVE A CHOICE TO MAKE
  1. JD Mellberg can contact you and send even send you a new agent to service your insurance policy
  2. The Insurance company you have an insurance policy with could service you when you contact them
  3. You could REQUEST to have Corbin Lindsey of Birdseye Financial as your AGENT OF RECORD and he would continue to take care of you as when he was with JD Mellberg as an Independent agent. Because of a required NON-Solicitation agreement enforced by JD Mellberg, Corbin is not able to contact you without you first making contact with him. ​
Please complete the form below (or CLICK HERE to download and print this form)
Corbin Lindsey
Birdseye Financial, INC
1402 7th ST STE
Marysville, WA 98223
​Office: 360-722-7889, Ext 1.
Fax #: 425-412-6865
corbin@birdseyefinancial.com
WOULD YOU LIKE CORBIN LINDSEY TO CONTACT YOU?

    REQUEST FOR CONTACT  AND AGENT OF RECORD REQUEST
    ​    I acknowledge this form was completed by me as stated below and that I was not solicited by Corbin Lindsey after the date of his departure from the JD Mellberg Organization. I am requesting that Corbin Lindsey, a previous agent of JD Mellberg, contact me so that I may continue to receive his help in servicing the products that were sold to me by him while he was with JD Mellberg as an independent advisor.  I understand that I may continue to be called by JD Mellberg and have the right to ask them to stop calling me at any time. 

    By submitting this online form, it is my intent that Corbin Lindsey of Birdseye Financial will become my only AGENT of RECORD and has my permission to contact me at any time.  In addition,  I authorize and request that Corbin Lindsey of Birdseye Financial send me the proper forms to complete in order to make the switch from JD Mellberg as Agent of  Record and appoint Corbin Lindsey of Birdseye Financial as my new agent. 

    By clicking, I AUTHORIZE, you acknowledge that you are the person whose name appears at the top of this form and that you are submitting on your own behalf.
We appreciate your Online Review!
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Birdseye Financial
​136 Hillside Drive E
Burleson, TX 76028
Main # 360-722-7889
Texas # 817-704-3544
Fax #425-412-6865

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The content of the Birdseye Financial website, email, fax, social media, text messages, online meetings, and phone calls are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from Birdseye Financial employees/contractors are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in communication (via Website, Email, Fax, Text, Social Media, in person, or by phone) is not intended to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. Birdseye Financial and its employees/contractors are not tax, legal, or investment advisors and are not operating in such a manner. Any advice you receive should be taken as non-tax, not legal, and non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we recommend LifePro Asset Management. Please know investments in the market carry an inherent element of risk. No investment in the market or strategy can guarantee a profit or prevent a loss. Any illustrations used in the sales or service process are to be considered hypothetical and for explanatory purposes only. 

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. Please contact 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 prior to 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.)

Birdseye Financial and its employees/contractors are not employees/contractors of Medicare, the government, insurance company or any other agency. We are independent licensed agents. All calculators and illustrations shown or sent from our website, email or any other means are designed to be informational and educational only. They do not constitute investment advice. We encourage you to review your insurance and investment strategies periodically as your financial circumstances may change. On many products it is important to note that PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS OR INTENDED TO PREDICT ACTUAL PERFORMANCE. ACTUAL INTEREST CREDITING RESTULTS WILL VARY BASED ON MARKET CONDITIONS, INDEX ALLOCATIONS, AND INTEREST CAPS, RATES, SPREADS, PARTICIPATION RATES and possible Fees. The use of different time periods and funding amounts can cause results to differ from other products. Illustrations may be based on hypothetical historical data. 
 
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.

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