Please enter the email address of someone who may also be interested in our services.  We appreciate your confidence in us and thank you for your referral.
Sample Email
Hello,
(your name) thought you might be interested in hearing from us. OMNI Financial and Insurance Services provides many products and services that may be of interest to you, including:
  • Portfolio Management
  • Retirement Planning
  • Estate Planning
  • 529 Plans/Education Funding
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Mutual Funds
  • Variable Annuities
  • Indexed Annuities
For more information, visit our website at www.bobmerwin.com, or call our office at (602) 765-8887 or toll free at (800) 290-4900.
 
Recipient E-Mail
Your Name
©2010 Omni Financial & Insurance Services. All Rights Reserved.
Securities offered through NEXT Financial Group, Inc.  Member FINRA/SIPC.
4850 E. Desert Cove, Suite 150, Scottsdale, AZ 85254-5390, office (602)765-8887, toll free (800) 290-4900, fax (602) 765-8889. OMNI Financial & Insurance Services is not an affiliate of NEXT Financial Group, Inc.