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Fwd: Neal's USAA Term Life Insurance Number

Haytham, The financial advisor is working up the insurance required to fund the Buy/Sell. This is part of the meeting the first week of October.  Please send Peter the following information. 

1. Name of your doctor, address and phone number and the last time you saw the Doctor. 
2. A list of your existing life insurance policies (Name of the Insurance Company, Policy Number, Type of insurance and Amount) 

Please send this info directly to Peter.  He is copied above and his info is below.  Thanks!  Marcy

Begin forwarded message:

Date: September 19, 2011 10:43:05 AM EDT
To: Atwood Marcy <marcy@puckettfaraj.com>
Subject: Re: Neal's USAA Term Life Insurance Number


Thanks Marcy, here is an update and/or next steps:

1. For the Buy/Sell we will need the name address and phone number for Neal's and Haytham's Doctor. Also a last seen date ( if possible )
2. For Haytham for any existing life policies we need, Name of Insurance Company, Policy number Type and amount
3. The Paychex people are stopping by this afternoon

I would suggest that on the day of my meeting with Haytham we review and sign the two Buy/Sell applications. In addition we should meet with the Disability provider and make a decision. The 401(k) could also be done that day or in a follow up meeting depending on schedules. Once the benefit plans have been agreed upon we can focus on the implementation with limited involvement from Neal or Haytham.


Have a great day !

Peter



Peter Suyama CRPC®, CRPS®
Financial Advisor | Business Financial Advisor
Ameriprise Financial Services, Inc.
10530 Warwick Avenue, Suite C2, Fairfax, VA 22030
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