Attorney Advice

Attorney advice in any type of financial transaction is smart for a customer. However, not all states require the customer to obtain said advice.

Based upon the laws to be used on your customers transaction, he can either:

• Waive legal representation in the Transfer Agreement
• Obtain legal advice and have their Attorney prepare and sign an Estoppel Letter

Other links of interest

• What will an Annuity Policy Show?
• What is a Single Premium Immediate Annuity?
• New Federal and State Laws Regulating a Sale
• What is a Structured Settlement?
• What is an Annuity Application
• The Closing Process
• Submission Documentation
• Disclosure Statements
• Transfer Agreements
• Attorney Advice
• Court Order Process
• Insurance Company Acknowledgement

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