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Posted

My suggestion would be to complete a Corbel plan document worksheet with the provisions you desire and order a plan from Corbel. In the alternative, you could scan their entire document. However, I doubt that any users of this board would be interested in violating copyright laws.

Posted

So everytime you give a BPD to a client that is infringing copyright laws? That does not make sense. I got what I needed but thanks for the response.

Posted

If what you wanted was a Corbel document, why didn't you just get it from Corbel rather than ask strangers to aid and abet in your larceny?

Posted

Larceny?? What are you talking about? If I'm taking over a John Hancock plan and the employer doesn't have a copy of the basic plan document and I get a copy from someone, I'm committing larceny?

Give me a break.

William C. Presson, ERPA, QPA, QKA
bill.presson@gmail.com
C 205.994.4070

 

Posted

And notice that he asked for a PDF copy which is very, very cumbersome to modify. As Mr. Presson points out we often have to go to great lengths to get copies of basic documents because clients 'lose' theirs, or the brokers bringing in business can't find them, and so forth.

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