| Partner, Pick one and we'll set it up. Note the info required and that Peter would like to chat with you prior. N Neal A. Puckett, Esq LtCol, USMC (Ret) Puckett & Faraj, PC 1800 Diagonal Rd, Suite 210 Alexandria, VA 22314 703.706.9566 The information contained in this electronic message is confidential, and is intended for the use of the individual or entity named above. If you are not the intended recipient of this message, you are hereby notified that any use, distribution, copying of disclosure of this communication is strictly prohibited. If you received this communication in error, please notify Puckett & Faraj, P.C. at 703-706-9566 or via a return the e-mail to sender. You are required to purge this E-mail immediately without reading or making any copy or distribution. On Sep 20, 2011, at 11:01 AM, peter.b.suyama@ampf.com wrote: Neal I can do 10/4 or 10/5 starting at 10am. Haytham will need: 1. Drivers License 2. Information on existing Life insurance ie Insurer name Policy number and face amount ( We are not replacing simply required information) 3. Current Doctors name, address and phone number Haytham can we do a conference call before you get here ? I would like to get you set up in the system prior to our meeting. Please provide your best number and I will call. I would like to suggest we also do the 401(k) paperwork; that should take 30 minutes. I can coordinate with Paychex ( Lets see if they can bring in an early lunch). If you are in agreement I would suggest we begin the preliminary paperwork for the Group Short and Long Term Disability. Thanks to all, Peter Peter Suyama CRPC®, CRPS® Financial Advisor | Business Financial Advisor Ameriprise Financial Services, Inc. 10530 Warwick Avenue, Suite C2, Fairfax, VA 22030 Office: 703.865.4552 | Fax: 703.385.9006 | Mobile: 703.919.8184 | Peter.b.suyama@ampf.com Learn more @ ameripriseadvisors.com/peter.b.suyama CA Insurance License 0F93436 We shape financial solutions for a lifetime® An Ameriprise Financial Franchise. Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSource® and Columbia ManagementSM products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC.
Peter, Haytham can come the first week in Oct. Can we book a date certain with you? When during that week can you come to see us to do all of the insurance stuff for the firm's buy-sell agreement funding? What does Haytham need to bring with him? Neal Neal A. Puckett, Esq LtCol, USMC (Ret) Puckett & Faraj, PC 1800 Diagonal Rd, Suite 210 Alexandria, VA 22314 703.706.9566 www.puckettfaraj.com www.twitter.com/puckettfaraj The information contained in this electronic message is confidential, and is intended for the use of the individual or entity named above. If you are not the intended recipient of this message, you are hereby notified that any use, distribution, copying of disclosure of this communication is strictly prohibited. If you received this communication in error, please notify Puckett & Faraj, P.C. at 703-706-9566 or via a return the e-mail to sender. You are required to purge this E-mail immediately without reading or making any copy or distribution. ----------------------------------------- ****************************************************************************** "This message and any attachments are solely for the intended recipient and may contain confidential or privileged information. If you are not the intended recipient, any disclosure, copying, use, or distribution of the information included in this message and any attachments is prohibited. If you have received this communication in error, please notify us by reply e-mail and immediately and permanently delete this message and any attachments. Thank you." ****************************************************************************** |