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H. BECK, INC. Member FINRA, SIPC 6600 Rock ledge Drive 6th Floor, Bethesda MD 208179809 Phone: 3012301602 Fax: 3012315505 VARIABLE LIFE DISCLOSURE AND SUITABILITY STATEMENT Client Information Account

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How to fill out variable life disclosure and

How to fill out variable life disclosure and:

01

Start by gathering all the necessary information and documents. This may include personal identification details, policy information, and financial information.

02

Carefully read through the disclosure form to understand the information required and any instructions provided. Ensure you have a clear understanding of the terms and conditions of the variable life insurance policy.

03

Begin filling out the form by entering your personal information accurately. This may include your full name, address, contact information, and social security number.

04

Move on to provide specific details regarding the variable life insurance policy you hold. This may include policy number, issue date, and the name of the insurance company.

05

Next, disclose any additional policies or agreements that may be associated with the variable life insurance policy.

06

Provide accurate and comprehensive information about the beneficiaries of the policy. Include their full names, relationship to you, and their contact details.

07

If necessary, disclose any loans or withdrawals taken against the policy and provide the appropriate financial details.

08

Review the completed form thoroughly to ensure that all information provided is accurate and complete. Make any necessary corrections or additions.

09

Sign and date the disclosure form. This confirms that the information provided is true and accurate to the best of your knowledge.

10

Submit the filled-out disclosure form to the appropriate entity, such as your insurance company or financial advisor.

Who needs variable life disclosure and:

Variable life disclosure is necessary for individuals who hold a variable life insurance policy. This type of insurance policy combines elements of investment and life insurance, allowing policyholders to allocate a portion of their premiums to investment options such as stocks, bonds, or mutual funds.

It is important for policyholders to understand the terms, conditions, and risks associated with their variable life insurance policy. The variable life disclosure provides essential information about the policy, including the fees and charges, investment options, surrender charges, and potential benefits or drawbacks.

Policyholders should carefully review the disclosure to make informed decisions about their policy and investments. It helps them understand how their premiums are being allocated, the potential returns on investment, and any potential risks involved. It is advisable to consult with a financial advisor or insurance professional if there are any concerns or uncertainties regarding the variable life insurance policy.

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