Financial advisor new york life
[PDF File]MetLife Financial Freedom Select®
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a 10% federal income tax penalty generally applies, in addition to ordinary income taxes. Consult with your tax advisor to determine whether an exception to these tax rules may apply. MetLife Financial Freedom Select variable annuity is issued by Metropolitan Life Insurance Company, New York, NY 10166, and distributed
[PDF File]New York Life Guaranteed Future Income Annuity II
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her tax advisor prior to exercising a withdrawal feature under a deferred income annuity. 16 Not available on Life with Cash Refund or Life with Installment Refund policies. For most jurisdictions, the policy form number for the New York Life Guaranteed Future Income Annuity II is ICC11-P101 (it may be 211-P101 and state variations may apply).
New Financial Professional Playbook - AIG
Policies issued by American General Life Insurance Company (AGL) except in New York, where issued by The United States Life Insurance Company in the City of New York (US Life). Issuing companies AGL and US Life are responsible for financial obligations of insurance products and are members of American International Group, Inc. (AIG).
[PDF File]Financial Planning Questionnaire - MMBB
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Financial Planning Questionnaire 475 Riverside Drive, Suite 1700 New York, NY 10115-0049 1-800-986-6222 Page 1 of 7 Please complete each of the following …
[PDF File]New Opportunities to Deliver Digital Wealth Advice
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to interacting in all aspects of their life through their phone, predominantly, or a tablet and on a ... Mellon is supervised and regulated by the New York State Department of Financial Services and the US Federal ... You should contact your independent financial advisor prior to acting on any information mentioned in the video.
[PDF File]Annuity Contract/Beneficiary Change Request
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ANNUITY CONTRACT/BENEFICIARY CHANGE REQUEST 9/16 [CHANG] Page 1 of 3 *W25065-16B1* CONTACT INFORMATION CONTACT INFORMATION (for New York only) Pacific Life Insurance Company All Overnight Deliveries: Pacific Life & Annuity Company P.O. Box 2378 6750 Mercy Rd, 4th Floor, RSD P.O. Box 2829
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