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.
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