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Wealthscape
National Life Group

 

Downloadable Flyers

Tri Fold Brochure TC125056(0122)3
Meet The Team TC125060(0122)3
WMFP 1 Page Flyer TC125058(0122)3
Value Statement TC125057(0122)3
What is IRMAA 2022 TC125040
Business Planning Issues TC104362(1018)P
Holistic Checklist TC121721(0721)1
Where Do I Start? Steps to take working with a Financial Professional

 

New Client Forms

Confidentiality Agreement TC108392(0619)3
Application Vitals List TC130821(0123)P
Document Checklist  TC130818(0123)P
Risk Tolerance Questionnaire TC111155(1119)3
Authorization to Release & Obtain Information TC130822(0123)P
Budget Worksheet TC130820(0123)P

 

Weyers McKeever Financial Partners
9201 South IL State Route 31 |  Lake in the Hills, IL 60156
Office: (815) 455-5292  |  Fax: (815) 328-1188
Mobile Jay: (815) 451-2130  |  Mobile Scott: (815) 529-5440 
weyers_carrie@nlgroupmail.com 

Securities, financial planning and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. [ESI], known as Vermont Equity Services in WI, NH, CO & MO, a Member FINRA/SIPC https://www.finra.org / https://sipc.org, 1 N. Franklin Street, Suite 3450, Chicago, IL  60606. PH: 312-236-2500. Weyers McKeever Financial Partners and all other entities and individuals are independent of Equity Services, Inc. and the National Life Group of companies unless otherwise noted.

National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates.  Each company of National Life Group is solely responsible for its own financial condition and contractual obligations.  Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York.

TC115441(0720)P

Important Legal Information
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck