Guest pensionslave Posted April 21, 2006 Share Posted April 21, 2006 Is anyone willing to share an example of their disclaimer that they may use on a proposal/illustration of plan designs to a prospect? Link to comment Share on other sites More sharing options...
GBurns Posted April 21, 2006 Share Posted April 21, 2006 You should be able to access such wording from some of the large providers who have sample documents on their websites. I would try Fidelity, ADP, TIAA etc. George D. Burns Cost Reduction Strategies Burns and Associates, Inc www.costreductionstrategies.com(under construction) www.employeebenefitsstrategies.com(under construction) Link to comment Share on other sites More sharing options...
Guest pensionslave Posted April 26, 2006 Share Posted April 26, 2006 You should be able to access such wording from some of the large providers who have sample documents on their websites.I would try Fidelity, ADP, TIAA etc. Thanks so much, I will do that. Link to comment Share on other sites More sharing options...
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