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This is a notifications, this is a notifications this is a notifications this is a notifications this is a notifications this is a notifications
This is a notifications, this is a notifications this is a notifications this is a notifications this is a notifications this is a notifications
This is a notifications, this is a notifications this is a notifications this is a notifications this is a notifications this is a notifications
This is a notifications, this is a notifications this is a notifications this is a notifications this is a notifications this is a notifications
1 Week Ago
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First Name
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Last Name
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Email
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Signature
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Change Password
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Minimum 8 Characters
Contain one number
Contain one special char
Contain one Lowercase letter
Contain one Uppercase letter
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First Name*
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Last Name
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Birthday*
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Status
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Email
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Phone
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First Name*
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Last Name
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Birthday*
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Status
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Email
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Phone
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+Add Another Contact
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First Name*
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Last Name
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Birthday*
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Status
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Email
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Phone
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Account Number *
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Type *
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Owner
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Value *
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Distribution *
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Tax Withheld *
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Statment Date *
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Custodian
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Billing
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Notes
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Asset Allocation
Cash
Income
Annuities
Growth
=
100%
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Primary Beneficiaries
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100%
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Contingent Beneficiaries (Optional)
Info on how Optinal works
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100%
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Surge Name *
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Start Date *
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End Date *
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how would you like to Prepare The Advisor packets for
the 25 selected households?
the 25 selected households?
| Household | Appointment | |
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Acevedo, Kimberly & David | Mon, Apr 11, 2022 8:00am |
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Acevedo, Kimberly & David | Mon, Apr 11, 2022 8:00am |
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Acevedo, Kimberly & David | Mon, Apr 11, 2022 8:00am |
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Acevedo, Kimberly & David | Mon, Apr 11, 2022 8:00am |
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Acevedo, Kimberly & David | Mon, Apr 11, 2022 8:00am |
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Acevedo, Kimberly & David | Mon, Apr 11, 2022 8:00am |
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Acevedo, Kimberly & David | Mon, Apr 11, 2022 8:00am |
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Acevedo, Kimberly & David | Mon, Apr 11, 2022 8:00am |
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Acevedo, Kimberly & David | Mon, Apr 11, 2022 8:00am |
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Acevedo, Kimberly & David | Mon, Apr 11, 2022 8:00am |
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Acevedo, Kimberly & David | Mon, Apr 11, 2022 8:00am |
Marginal Tax Bracket
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Lead Advisor
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Secondary Advisor
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Appointment Date
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Appointment Time
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Advisor Packet
(Preview) - Acevedo_Jan_1_2022
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