To: Fisher, Stev
Cc:
From:
Sent Tue 8/12/2014 4:49:46 PM
Subject Re: paperwork
Thanks Steve...not sure on the trust accounts. Will defer tclnn this...we may need to set
something up still.
On Aug 12, 2014, at 12:36 PM, Fisher, Steve wrote:
Hey Are you paying the life policy out of a trust account? I would expect that
your attorney had you set one up, but don't know. The disability premium due is
1478.97 & the life 1911.86. The total is 3390.83 Both are payable to Mass Mutual & can
be sent along with the signatures pages to Michelle Williams in my NYC office. Thanks
again, Steve
Steven R Fisher ChFC, ChSNC
Specialfare'm Planner
http: nw.massinuttial.com_planningtools additional-rcsourcesisoccial•nccds(succial-cart
Watch the Special Care ad littp:iivountbeNtelgOvw8gNY
Mass Mutual Financial Group
8654 Pontchartrain Blvd
Ste 4
rl n 124
292 Madison Ave
7th Fl
MIS
Cell
Can you live on half a paycheck?
From:
Sent: Tuesday, August 12, 2014 11:14 AM
To:
Cc
Su : e: paperwor
EFTA_R1_00705644
EFTA02099897
I brought it all with me to work today and will send out...please remind me what
amount the check should be written in, to who and where I need to send all this to.
thanks
On Aug 12, 2014, at 12:11 PM, Fisher, Steve
wrote:
Hey Guys, I hope you are doing well. I can't believe it'd mid-August. Where did summer
go? How are we doing on signatures & a check? Let me know. Thanks, Steve
Steven R Fisher ChFC, ChSNC
SpecialCarr Planner
lutp://vnvw.masstnutual.conVulanningtools/additional-resourcesisuccial-needsispecial-care
Watch the Special Care ad httu://youttt.beiMilgOvw8RNY
Mass Mutual Financial Group
8654 Pontchartrain Blvd
Ste 4
124
292 Madison Ave
7th Fl
New York, NY 10017
Cell
Can you live on half a paycheck?
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