Documents Needed for a Tax-Free Pension Alternative
Video discusses the documents needed for your Tax-free pension alternative or IUL Application to determine suitability and health risk. The Application asks for financial information: your income and net worth. Health questions: medical history, current medications, family health — Parents & Siblings.
Answers to the Health questions can be provided directly to the insurance company during the telephone verification process.
Answers to Financial questions help determine financial suitability of the plan. Can you afford it? Is the level of insurance appropriate to your financial position?
Your time is valuable too, so having this information available prior to taking the application will speed up the process. You can upload documents securely to http://www.bruceecoxcpa.com/secure-document-upload.html