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Item 1 | Cover PageFORM ADV PART 2A: APPENDIX 1 March 29, 2022 IAG Wealth Partners, LLC N19 W24200 Riverwood Drive, Suite 150 Waukesha, WI 53188 Phone (262) 4468150 Fax (262) 4468135 www.IAGWealthPartners.comThis
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Building wealth at IAG refers to the strategies and programs implemented by Insurance Australia Group to help individuals and communities enhance their financial asset base and long-term financial security.
Individuals and entities that participate in IAG's wealth-building programs or meet specific financial criteria are required to file building wealth at IAG.
To fill out the building wealth forms at IAG, individuals should gather required financial information, follow the provided instructions, and accurately complete the necessary sections on the official form.
The purpose of building wealth at IAG is to provide resources, insights, and tools for effective financial planning and investment, aimed at increasing participants' financial stability and growth.
The information that must be reported includes personal financial details, income sources, investment plans, and any relevant financial goals or targets.
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