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Experior Portfolio Solutions Intake
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Advisor Name:
*
Advisor Email:
*
Client Name:
*
First
Last
Experior / GVCM Risk-Based Models
Global Tactical Unconstrained
Please enter a number from
0
to
100
.
Global Tactical Aggressive
Please enter a number from
0
to
100
.
Global Tactical Growth
Please enter a number from
0
to
100
.
Global Tactical Balanced
Please enter a number from
0
to
100
.
Global Tactical Moderate
Please enter a number from
0
to
100
.
Global Tactical Conservative
Please enter a number from
0
to
100
.
(Allocations must equal 100%)
Your total exceeds 100%
Percentage of Portfolio Allocated to a Protected Index Account:
*
Please enter a number from
0
to
50
.
Fixed Index Annuity:
*
Choose One
North American Secure Horizon • 10 Year (Fee)
North American Secure Horizon • 10 Year (No Fee Crediting)
Nationwide New Heights • 9 Year (Spread)
Nationwide New Heights • 9 Year (No Spread)
** Index Allocation Selection and Percentages will be based on The Index Standard most recent FIA Forecast and Boosted Allocation Blend. **
To upload an existing client statement held at another firm, please
click here
.*
Notes:
If you have any questions, please contact
Andy Moore at
amoore@thequantum.com
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Kyle Pesch
VP of Advisor Development
Kayden Meyersick
Director of Business Development
Windy Nash
Senior Account Manager
Lauren Edwards
Senior Account Manager
Janae Bonner
Director of Advisor Relations
Stephanie Smith
Senior Account Manager
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