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Proposal Disclaimer


Guest pensionslave

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Guest pensionslave

Is anyone willing to share an example of their disclaimer that they may use on a proposal/illustration of plan designs to a prospect?

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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)

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Guest pensionslave
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.

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