Serving Clients 售后服务
Create a user account on Transamerica website 创建客户账户
Explain the Costs & Fees in an IUL
IUL Policy Review （PPT)
IUL concepts, resources, costs and fees and multiple year annual statements of a 14-year policy
Insurance annual review checklist
Investment/retirement review checklist
Beneficiary Review Checklist
Divorce checklist
Dollar Cost Averaging Forms (Trans and Nationwide)
Transamerica IUL DCA example (filled template)
Transamerica IUL DCA Form (blank form)
Nationwide IUL DCA example (filled template)
Nationwide IUL DCA Form (blank form)
Transamerica IUL DCA Form (blank form)
Nationwide IUL DCA example (filled template)
Nationwide IUL DCA Form (blank form)
理赔案例分享- Ge Wang, Ying Fang and Ya Meng
LTC Claim
Help Your client create an advance healthcare directive and power of attorney
https://prepareforyourcare.org/en/advance-directive-introduction
(A free website)
https://prepareforyourcare.org/en/advance-directive-introduction
(A free website)
