For Advisor Use Only - Not For Public Use                                                          Today is

IMPORTANT UPDATES

 

Links

Home Page
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NEC - Day 1          NEC - Day 2          NEC - Day 3

 

2010 ADV Offer Letter Template as of 10/01/2010

2010 SagePoint Renewal Memo.pdf as of 06/07/2010

SagePoint ServiceNet & My Notifications Set-up as of 10/15/2009

 

Fees for Non-blottered transactions to begin September 1, 2009

 

Personal Accounts Questionnaire Instructions as of 08/18/2009

 

Equity-Indexed Annuities IT forms requirements as of 08/11/2009

Permissible Investments in 403b accounts as of 08/11/2009

Financial Planning and Consulting updates as of 07/13/2009

Social Networking Update as of 07/01/2009

Washington Insurance Licensing as of 07/01/2009

Quarterly Meeting

TEL  (503) 566-7266  FAX (503) 566-7446 

3550 Liberty Road S. Suite 230  Salem, OR 97302

3626 East Avenue S. La Crosse, WI 54601

E-MAIL: hr@wfgadvisors.com

For Advisor Use Only - Not For Public Use