Personal Financial Planning Data Form
The amount and type of life insurance needed to cover this cost. Please include copies of: Recent financial statements of investments Life Insurance policies Your latest tax return and tax assessment Employee Benefit Booklet Pension Plan Information Wills and power of attorney, trust agreement etc. Rob Reid CLU, ChFC, CFP 101-1433 St. Paul Street, Kelowna BC V1Y 2E4 (250) 860-6464 ~ www ... ................
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