Release of Liability

To Whom it May Concern:

This is to certify that on this date, July 20th, 2015, I was presented the idea and concept of how Long Term Care issues might affect me in the future. I was made fully aware of the financial risk to my portfolio, to my retirement income and to my family. I was offered several possible solutions to the potential risk including but not limited too:

  •  Long Term Care Insurance
  • Hybrid Life Plans that cover Long Term Care
  • Hybrid Annuity Plans that cover Long Term Care

At this time I have decided not to move forward with any of the options presented to me.

This letter and my decision not to move forward will serve as my release of my advisor from any liability for this decision.



______________________                   ______________

(signature)                                           (date)

About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".
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1 Response to Release of Liability

  1. ben ward says:

    have been telling advisors for years to do this and a few actually do. thanks for the reminder.ben

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