160 Gould Street Suite 310 Needham, MA 02494

info@bulfinchgroup.com

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Policyholder Services

Policyholder Services

Collateral Assignment Form (11/17)
GOM Bank Draft (July 2018)
Owner-Beneficiary Name Change (11/2018)
Collateral Assignment Release Form (9/2018)

Life Policy Forms V167

Life Policy Admin Form (8/18)
Life Policy Cash Surrender Form (11/17)
Pension Trust Cash Surrender Form (11/17)

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Office: (781) 449-4402

160 Gould Street

Suite 310

Needham, MA 02494

info@bulfinchgroup.com

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This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

The Bullfinch Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 160 Gould Street, Suite 310 Needham, MA 02494, ph# 781.449.4402. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian.

Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bullfinch Group LLC. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.

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