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Please note Advisors participating in this Program must be contracted with and processing their insurance business through DIAL as a full partner. Please discuss these criteria with your Resource
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How to fill out please note advisors participating:

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Start by downloading or obtaining the form titled "Please Note Advisors Participating." This form is typically available online or can be obtained from the relevant organization or company.
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Carefully read the instructions provided with the form to ensure you understand the purpose and requirements of filling it out.
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Begin by entering your personal information, such as your full name, contact details, and any other requested information that identifies you as the participant.
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Next, check if there is a section specifically designated for listing the advisors who will be participating. If there is, proceed to provide the requested information for each advisor. This may include their names, contact details, qualifications, and any other relevant information. If there is no designated section, you may need to provide this information elsewhere on the form or attach a separate document if instructed.
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Individuals who are participating in an event or program where advisors are involved.
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Please note advisors participating refers to the individuals who are involved in providing advice or guidance in a particular matter.
Those individuals who are directly involved in providing advice or guidance, such as consultants or experts, are required to file please note advisors participating.
Please note advisors participating can be filled out by providing the names, qualifications, and roles of the individuals involved in providing advice or guidance.
The purpose of please note advisors participating is to document and track the individuals who are providing advice or guidance in a specific matter.
The information that must be reported on please note advisors participating includes the names, qualifications, and roles of the individuals providing advice or guidance.
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