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!
Resource Page
​Vendor Bookings
Ring Central
Birdseye Financial Inc
136 Hillside Dr E
Burleson, TX 76028
Main # 360-722-7889
Texas # 817-704-3544
Fax #425-412-6865
​INFO@BIRDSEYEFINANCIAL.COM
The contents of this website are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from our company 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 this communication (including any attachments) is not intended or written 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 are not tax or legal advisors and are not operating in such a manner. Birdseye Financial and those working for the company are not licensed Investment Advisors which prohibits us from offering such advice. Any advice you get should be taken as non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we partner with LifePro Asset Management. *Investing carries an inherent element of risk. No strategy can guarantee a profit or prevent a loss. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary or investment advice. Any illustrations used are hypothetical and were used for explanatory purposes only. THANK YOU!

MEDICARE MANDATORY DISCLAIMER
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.” (MORE DETAIL)

State Licenses
AZ #7101306, CA #4140429, FL #W825259, ID #863617, KS# 7101306, MA #2176921, NV# 3879853, OK #3001663224, OR #7101306, TX #2695866, WA #190780

This calculators and illustrations on this website are designed to be information and educational tool only, and when used alone, do not constitute investment advice. We strongly recommend that you seek the advice of a financial services professional before making any type of investment. We also encourage you to review your insurance and investment strategy periodically as your financial circumstances change.

This report is for illustration purposes only. PAST PERFORMANCE IS BASED ON HYPOTETHICAL HISTORICAL DATA AND 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 CAP RATE / SPREADS / PARTICIPATION RATES. The use of different time periods and amounts will vary results.

S&P 500 and S&P are registered trademarks of Standard and Poor's Financial Services LLC. No annuity or financial product discussed herein is not sponsored, endorsed, sold, or promoted by Standard and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates, and non of the Stand and Poor's Financial Services LLC, S&P Down Jones Indices LLC, or their affiliates makes any representation regarding the advisability of purchasing an insurance or financial product.