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1. Pacific Life Insurance CompanyIs Your Client’s Portfolio anUnfinished Work of Art?Color It with a Life Insurance Retirement Plan4/12MKT12-6For Life Insurance Producer…

Documents OLA 1103 T 1008 Preserving Assets for Your Loved Ones.

Slide 1OLA 1103 T 1008 Preserving Assets for Your Loved Ones Slide 2 2 This material was not intended or written to be used, and cannot be used, to avoid penalties imposed…

Documents 1 of 16 Estate Planning Using Life Insurance July 2013 VLCM-OC-239A Presented by.

Slide 11 of 16 Estate Planning Using Life Insurance July 2013 VLCM-OC-239A Presented by Slide 2 2 of 16 Circular 230 Disclosure This material is not intended to be used,…

Documents McGraw-Hill/Irwin © 2007 The McGraw-Hill Companies, Inc., All Rights Reserved. Chapter 1 Chapter 17...

Slide 1McGraw-Hill/Irwin © 2007 The McGraw-Hill Companies, Inc., All Rights Reserved. Chapter 1 Chapter 17 Tax Consequences of Personal Activities McGraw-Hill/Irwin Copyright…

Education Sample of a client 'Financial Profile'

1.Especially Prepared For:Thomas and BethBy: Mr David G. Walsh, CFP®2. Table of ContentsAssets and Liabilities 10Financial Statements 13Retirement 21Education Goals36Survivor…

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Economy & Finance 10 Term Life Insurance Questions and Answers

Common Term Life Insurance Questions & Answers Can the life insurance company cancel the policy for any reason? Other than non payment of your premium, life insurance…

Documents Wealth Transfer Planning Using Private Financing Prepared for Valued Client & Valued Client A Fair.....

Slide 1 Wealth Transfer Planning Using Private Financing Prepared for Valued Client & Valued Client A Fair Market Loan Arrangement Between Family Members Slide 2 The…

Documents FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC Understanding IUL Presented by… Levi...

Slide 1 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC Understanding IUL Presented by… Levi Robinson, CLU, ChFC, FLMI Director Product & Market Training…

Documents President/CEO ALEX ABUYUAN. The Interview Process This is the first step in a two step interview...

Slide 1 President/CEO ALEX ABUYUAN Slide 2 The Interview Process This is the first step in a two step interview process You were identified either by resume or referral as…