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Achieving<br />
yourdreamstakes<br />
carefulplanning<br />
YOURWEALTH<br />
WEALTH<br />
ACCUMULATION<br />
WEALTH<br />
DISTRIBUTION<br />
YOURLIFE
TheKey<br />
conerstones&<br />
foundationfor<br />
nancialindependance
INVESTMENT<br />
SPECIALIST<br />
LIFE<br />
INSURANCE<br />
SPECIALIST<br />
MORTGAGE<br />
BROKER<br />
?<br />
Theproces<br />
focusedonyourgoalsanddreams
Ournextappointment<br />
time<br />
location<br />
informationtocolect<br />
pleasecolectcopiesofthefolowing.<br />
__TaxReturns,including<br />
lastyear’sNOA<br />
__EmployerPensionStatements<br />
__Life,andLivingBenets<br />
InsurancePolicies<br />
__MostrecentCPPStatement<br />
____MostrecentInvestment<br />
Statement(s)<br />
__LoanStatement(s)or<br />
BalanceOwing<br />
__MortgageInfo<br />
(balance,renewaldate,carier)<br />
__CreditCardBalances<br />
__EmployeeBenetsBooklets<br />
____OtherRelevantDocuments<br />
yourpartnerinreaching<br />
yourdreams.<br />
contactmetohelpansweryourQs!
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