VA L UE ADD ED SERV I CES 2
3
4
5
6
7
Years 2-7
Review policy performance and select crediting strategies for upcoming year. Obtain loaned premium and collateral obligation. Collect interest payment for next year.
8
9
10
11
12
Years 8-12
Review policy performance and select crediting strategies for upcoming year. Collect interest payment for next year.
Daniel P. Wachs | CFP, ChFC, CLU 1431 Opus Place #630 Downers Grove, IL 60515 Phone : 630.445.1399 | www.perpetualwm.com Email : dwachs@perpetualwm.com