Come Kick the Tires At AFSB!

Kick the Tires Session Request Form
Recruiting Package (PDF)

"AFS Brokerage has been very helpful to me. They are willing and quick to answer questions and come up with some good suggestions on how to get things done. I have confidence that the employees of AFS Brokerage know what they are doing so they can help me do what I am doing."

Susan Hoppe , Registered Representative, AFS Brokerage, Inc. First National Bank of Manitowoc, Manitowoc, Wisconsin

You're Invited To Come Kick The Tires At AFSB!

Special Invitation

Choosing a Broker/Dealer is an important decision. You have already taken the first step by deciding to find a new Broker/Dealer.

Right now, you are looking at your options, gathering materials and reviewing the facts. The next step you'll take is analyzing the strengths and weaknesses of the firms you are considering. We understand that the final decision in selecting a Broker/Dealer usually comes down to the people behind the company.

Will you be confident in the level of commitment and follow-through? Do the principals of the organization take time to understand you, your needs, concerns, and most important, do they understand the needs and concerns of your clients? In other words, will your partners at your new Broker/Dealer be good listeners?

Come visit us. We invite you to be our guest. Come out to our office at our expense and kick the tires. Meet and visit with the people behind the promise to put you first. Spend some time with us and let us answer all of your questions. Allow us to get to know you better not only as a producer, but as an individual.

There's no obligation for this visit and your privacy is held in the strictest of confidences. The only requirement is your sincere commitment to improve the level of service you and your clients receive from your Broker/Dealer. For you, this could be the start of a long and profitable relationship. Our goal is to make your association with us the last Broker/Dealer relationship you'll ever need.

Your visit will be personalized and tailored to the questions you want answered about AFS Brokerage and our team.

Come talk with our executive team, and let's really get to know each other.
Meet who you want and get open, straight answers to your questions.
Let's explore what you need to grow your business, and make sure AFS Brokerage is a good fit.
Let's discuss how you can better service your clients, and discover how AFS Brokerage can help.

This visit is just one example of how

Putting You First...Makes Us Different!

Kick the Tires Session Request Form

Name:

Phone: (Example: 555-555-5555)

Email:

Best Time to Reach You: Best Way to Reach You:

Your Needs (Check All That Apply)
Strong Transition Team	Conferences and Education
Reasonable Compliance	Quick Responses to Ad Requests
Sales Ideas	Timely Operations Support
Other Needs (Please explain below.)


Commission Products (Check All That Apply)
Stocks	Closed End Funds
Bonds	REIT
Mutual Funds	Private Equity
ETF's	Mortgage
UIT's
Other Needs (Please explain below.)


Fee Based Needs (Check All That Apply)
Mutual Fund Wrap	Financial Planning
Rep as Manager	Advisory Service
Institutional Portfolio Managers
Other Needs (Please explain below.)


Insurance Needs (Check All That Apply)
Variable Annuities	Long Term Care
Fixed Annuities	Individual Disability
Indexed Annuities	Group Disability
Term Life	Group Life
Universal Life	Group Health
Variable Life
Other Needs (Please explain below.)