{"id":75810,"date":"2020-11-10T21:50:09","date_gmt":"2020-11-11T05:50:09","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75810"},"modified":"2021-04-07T14:20:21","modified_gmt":"2021-04-07T21:20:21","slug":"75810","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/11\/10\/75810\/","title":{"rendered":""},"content":{"rendered":"

1 Advisor Disclosure & Privacy Statement 200624<\/a><\/p>\n

2a Know Your Client for New Business 210324<\/a><\/p>\n

2b Know Your Client Update 210324<\/a><\/p>\n

2c Investment Fund Sales Charge Disclosure Form 210324<\/a><\/p>\n

3 Life Insurance Needs Analysis Worksheet 200624<\/a><\/p>\n

4a Reason Why Letter – Whole Life 200624<\/a><\/p>\n

4b Reason Why Letter – Term 200624<\/a><\/p>\n

4c Reason Why Letter – Life Insurance with Proposed Benefits 200624<\/a><\/p>\n

4d Reason Why Letter – Client Initiated Insurance Plan 200624<\/a><\/p>\n

4e Reason Why Letter – Critical Illness 200624<\/a><\/p>\n

4f Reason Why Letter – Long Term Care 200624<\/a><\/p>\n

5 Leverage Loan Review Worksheet 200624<\/a><\/p>\n

6a Reason Why Letter – Segfunds Registered 210324<\/a><\/p>\n

6b Reason Why Letter – Segfunds Non-Registered 210324<\/a><\/p>\n

6c Reason Why Letter – Leverage Loan 210324<\/a><\/p>\n

6d Reason Why Letter – Segfunds Diploma RESP 200624<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

1 Advisor Disclosure & Privacy Statement 200624 2a Know Your Client for New Business 210324 2b Know Your Client Update 210324 2c Investment Fund Sales Charge Disclosure Form 210324 3 Life Insurance Needs Analysis Worksheet 200624 4a Reason Why Letter – Whole Life 200624 4b Reason Why Letter – Term 200624 4c Reason Why Letter […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[4],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75810"}],"collection":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/comments?post=75810"}],"version-history":[{"count":3,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75810\/revisions"}],"predecessor-version":[{"id":76019,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75810\/revisions\/76019"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75810"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75810"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75810"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}