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
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