REQUEST INFORMATION

First Name

Last Name

Address

City

State Zip

Home Phone

Work Phone

Fax Number

Email Address

Married

yes no

Best time to contact

M   T   W   TH   F   SA   SU
Time am pm

School district

Planning period

Total years of service

Please check the topics that interest you:

 

Understand your Pension Options

Reinstate / Purchase years of service

Develop a mortgage acceleration / Tax advantaged game plan

Protect assets vs Nursing home costs

Protect paycheck from premature death

Protect paycheck from disability

Investment strategies (Taxable / Tax deferred / Tax advantaged)

 

Please specify the type of information you would like to receive:

   

Securities and Investment Advisory Services are offered through American General Securities Incorporated (AGSI) Member FINRA and SIPC.
2727 Allen Parkway, Suite 290, Houston, TX 77019, 800-247-4669. Member of American International Group, Inc. (AIG) - Jerry L. Johnson,
Jeremy D. Pinnow, Tom R. Krause, Mike Campbell and Sam Greco III are Registered Representatives. Kyle Olson is a Registered Representative and
Investment Advisor Representative - Wisconsin Retirement Council is a separate entity from any member of AIG.
Wisconsin Retirement Council is not a state agency.

Copyright ® 2005 Wisconsin Retirement Council - All Rights Reserved
Securities offered through American General Securities Incorporated, Member FINRA/SIPC. This communication is strictly inteded for individuals residing in the states of Alaska, Arizona, California, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Mississippi, Missouri, New York, North Caronlina, North Dakota, Ohio, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin. No offers may be made or accepted from any resident outside the specifc state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.