William Penn Life, 2012 (47. évfolyam, 1-12. szám)
2012-07-01 / 7. szám
Agents' Corner Ratrv Goldberg ^iivingston,«! 888-9944020 __ d Goldberg- ."d ?el-,6raoenr - ais helpingfari1” a”d snr.ll bb»"f “ tu,lly. Lof Ä esablisbed. Seer )ersey W, a f.nrily cv in Nem.*’ N > ’ h *,»„ m#K , B,r,condn-»Ätr«orrbeP-» . years. He ts w ducers Group LLC, a life brokerage firm he began with his father, Bob Goldberg, 16 years ago as well as a multi-year member of the Million Dollar Round Table. Over the years the agency has grown, but the commitment to finding solutions for clients’ needs has never changed. He is thrilled to be working with William Penn Association and adding their product line to help clients reach their financial goals. Barry is active in community service, supporting programs that assist children and adults with special needs. He and his wife, Miriam, will be celebrating their 22nd wedding anniversary next month and both are very proud of their 16-year-old twins, Max and Melissa. Two days a week, in the afternoon, a young woman comes into Barry’s office to answer phones and assist on the computer. The bright pink highlights in her blond hair make her hard to miss. She’s Barry’s daughter, doing her part to continue the family tradition. Perhaps the fifth generation of the Goldberg insurance legacy has begun. Great-grandpa Louis would be proud. □ New Jersey Senior Citizens - Third Party Notice A third party may be designated to receive a copy of any cancellation, non renewal or conditional renewal and lapse notice from the William Penn Association by a person who: • is located in or is a resident of the State of New Jersey; • is insured by a Life, Annuity or health insurance certificate, contract or policy that the William Penn Association has issued; and • is age 62 or older. A third party may be designated by: completion of the information requested in the Third Party Designation below; and, return of the Third Party Designation Form to the William Penn Association by certified mail, return receipt requested. The designation will be effective upon our receipt of the information. Designation of a third party does not constitute the acceptance of any liability for the services provided to the person by the third party or by the William Penn Association. The third party designation may be terminated by: the third party by written notice to both the person and to the William Penn Association; or, the person by written notice to the William Penn Association. Third Party Designation Certificate/Contract/Policy Number:____________________________________________ Date:_____________________________ Third Party Notice, Designee (Print Name):________________________________________________________________________ Address:--------------------------------------------------------------------------------------------------------------------------------I accept designation as a third party. Signature:--------------------------------------------------------------------------------------------------------Signature, Insured/Owner:----------------------------------------------------------------------------------------------------------------------------------William Penn Life 0 July 2012 0 5 AGENT PROFILE
