TITLE

Facts Make Money

AUTHOR(S)
Haas, Donald Ray
PUB. DATE
September 2002
SOURCE
Advisor Today;Sep2002, Vol. 97 Issue 9, p20
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Discusses guidelines for insurance and financial advisors in preparing and presenting a complete list of their clients' assets and liabilities. Summary net-worth statement; Documentation of assets and liabilities; Need to categorize assets properly.
ACCESSION #
7345539

 

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