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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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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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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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