Puritan Financial Group - Texas South

Please report any problems, suggestions, or updates to: cliff@cliffbassett.com or (817) 235-4133

Home     Puritan Portal

TX South Scheduling Areas & Counties

New Agent Packet

New Agent Orientation

The Administrative Review MP3

Completing a Fact Finder Correctly

Why Final Expense & Financial Account Type Comparison

Using the Puritan Training Websites

Requesting Appointments

Resulting Appointments

Submitting Your Recap

Preparing a Risk Analysis

Preparing a Risk Analysis for a Go Back

Preparing IHL Illustrations

Preparing NWL Illustrations

Housekeeping 03-12-12

Housekeeping 03-19-12


SAMPLE DOCUMENTS:

RLT1 - Summary of Trust.pdf

RLT2 - Trust Agreement.pdf

RLT3 - Pour Over Will.pdf

RLT4 - Durable Power of Attorney.pdf

RLT5 - Healthcare Power of Attorney.pdf

RLT6 - Living Will.pdf

RLT7 - Declaration of Intent.pdf