EFTA Document EFTA02099919

To: Cc: Williams, Michell From: Fisher, Steve Sent: Tue 8/12/2014 4:52:37 PM Subject: RE: paperwork Ok Thanks, MlDo you remember if your attorney advised you to set up an account to deposit life insurance premiums in before remitting to Mass Mutual? Steven R Fisher ChFC, ChSNC SpecialCaren Planner Into://www.massinutual.com/Dlanningtoolsiadditional-resourcesisaecial-needsfsoecial-care Watch the Special Care ad http://vouttbeiMile0vw8RNY Mass Mutual Financial Group 8654 Pontchartrain Blvd Ste 4 New Orleans La 70124 292 Madison Ave 7th Fl New York, NY 10017 EFTA_R1_00705671 EFTA02099919 Can you live on half a paycheck? From: Sent: ues ay, ugus , : To: Fisher, Steve Cc: Williams, Michelle Subject: Re: paperwor Thanks Steve...not sure on the trust accounts. Will defer to Ike on this...we may need to set something up still. On Aug 12, 2014, at 12:36 PM, Fisher, Steve <[email protected]> wrote: Henre you paying the life policy out of a trust account? I would expect that your attorney had you set one up, but don't know. The disability premium due is 1478.97 & the life 1911.86. The total is 3390.83 Both are payable to Mass Mutual & can be sent along with the signatures pages to Michelle Williams in my NYC office. Thanks again, Steve Steven R Fisher ChFC, ChSNC SpecialCaren" Planner http://www.masstnutual.com/planningloolVadditional-resourcts/Special-needs, special-care Watch the Special Care ad lutp://youni.beiMileOvw8eNY Mass Mutual Financial Group EFTA_R1_00705672 EFTA02099920 8654 Pontchartrain Blvd Ste 4 New Orleans La 70124 292 Madison Ave 7th Fl New York, NY 10017 Can you live on half a paycheck? From Sent: ues ay,August 12, • To: Cc: Subject; . I brought it all with me to work today and will send out...please remind me what amount the check should be written in, to who and where I need to send all this to. thanks On Aug 12, 2014, at 12:11 PM, Fisher, Steve <[email protected]> wrote: EFTA_R1_00705673 EFTA02099921 Hey Guys, I hope you are doing well. I can't believe it'd mid-August. Where did summer go? How are we doing on signatures & a check? Let me know. Thanks, Steve Steven R Fisher ChFC, ChSNC SpecialCare" Planner htto://mvw.massmutualcomiplanninetoolsiadditional-resourcesisnecial-needsispecial-care Watch the Special Care ad littp://youtule/Millg0vw8gNY Mass Mutual Financial Group 8654 Pontchartrain Blvd Ste 4 New Orleans La 70124 292 Madison Ave 7th Fl New York, NY 10017 EFTA_R1_00705674 EFTA02099922 Can you live on half a paycheck? **** This message was sent securely via TLS encryption. **** This e-mail transmission may contain information that is proprietary, privileged and/or confidential and is intended exclusively for the person(s) to whom it is addressed. Any use, copying, retention or disclosure by any person other than the intended recipient or the intended recipient's designees is strictly prohibited. If you are not the intended recipient or their designee, please notify the sender immediately by return e-mail and delete all copies. Registered Representative of and securities offered through MML Investors Service ffice located at 1295 State Street, Springfield, MA 01111, Member SIPC (www.sipc.orq). Transactions may not be accepted by e-mail, fax, or voicemail. **** This message was sent securely via TLS encryption. **** This e-mail transmission may contain information that is proprietary, privileged and/or confidential and is intended exclusively for the person(s) to whom it is addressed. Any use, copying, retention or disclosure by any person other than the intended recipient or the intended recipient's designees is strictly prohibited. If you are not the intended recipient or their designee, please notify the sender immediately by return c-mail and delete all copies. Registered Representative of and securities offered through MML Investors Services, LLC. Home Office located at 1295 State Street, Springfield, MA 01111 ember SIPC (www.sipc.org). Transactions may not be accepted by e-mail, fax, or voicemail. E FTA_R 1_00705675 EFTA02099923 **** This message was sent securely via TLS encryption. **** This e-mail transmission may contain information that is proprietary, privileged and/or confidential and is intended exclusively for the person(s) to whom it is addressed. Any use, copying, retention or disclosure by any person other than the intended recipient or the intended recipient's designees is strictly prohibited. If you are not the intended recipient or their designee, please notify the sender immediately by return e-mail and delete all copies. Registered Representative of and securities offered through MML LLC. Home Office located at 1295 State Street, Springfield, MA 01111, ember SIPC (www.sipc.org). Transactions may not be accepted by c-mail, ax, or voicema EFTA_R1_00705676 EFTA02099924