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Enrollment Form Part 1A core benet program you can build onVersion A: For Incorporated CompanyABCompany Information Legal Name of Company:Phone:Address:City:Province:Postal Code:Company Plan Administrator:Email:Broker
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Simply Brilliant - Advisor is a financial planning tool designed to provide personalized advice and insights to individuals seeking to optimize their financial strategies.
Individuals seeking personalized financial advice or those who want to assess their financial planning strategies are required to file Simply Brilliant - Advisor.
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The purpose of Simply Brilliant - Advisor is to help individuals understand their financial situation, explore options for improvement, and create a tailored financial plan.
Users must report personal financial information, including income, assets, liabilities, expenses, and financial goals.
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