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National Life Group

 

Downloadable Flyers

Tri-Fold Brochure TC118040(1120)1
WMFP 1 Page Flyer  T118602(1220)1
Meet the Team 117871(1120)P
Values Statement TC118041(1120)1
What is IRMAA? TC118955(0121)1
Business Planning Issues TC104362(1018)P
Firefighter Flyer TC119343(0221)1

 

New Client Forms

Confidentiality Agreement TC108392(0619)3
Application Vitals TC111954(0120)3
Document Checklist TC111953(0120)3
Risk Tolerance Questionnaire TC111155(1119)3
Authorization to Release & Obtain Information TC112575(0220)3
Budget Worksheet TC119273(0121)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 | Mobile Linda: (815) 347-1280
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, 123 N. Wacker Drive, Suite 600, 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

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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