Proposal Disclaimer

[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?

[GBurns]

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.

[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.