AEP Client Checklist

by MCC Brokerage | Oct 12, 2020 | Uncategorized

AEP Checklist for Clients

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Contact

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Tampa, FL 33618-4437
800-783-5642
mcc@mccbrokerage.com

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Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that MCC Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.