Portfolio Overview - John Smith
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Client John Smith
Address 1231 main street
City/State Las Vegas, Nevada
Zip 89123
Phone Number 702-555-12343
Cell phone 702-555-6543
Work Phone 702-555-7821
FAX 702-555-4567
Email jsmith@acme.com
   
Account Number JS56051185440
Password *********
Client Since October, 2004
Types of Accounts

 

 Investment
Banking
Insurance
Retirement

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Name Jane Doe
Title Senior Advisor
Phone Number 702-123-4567
Cell Phone 702-987-6543
FAX 702-654-3210
Email jdoe@uagroup.com

 
Last Contact November, 2006
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Last Log In 11/22/06  5:15pm

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Insurance

Insurance:
Name Type Account Amount Payment Detail
Big Life Life 565656112 $100,000.00 32.52
Liberty Home 454878748 $550,000.00 123.68
Met Life Disability 321154545  $100,000.00 46.59
           
           
           
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Insurance News:

NSW fears health insurance Bill will cut choices
ABC Online,  Australia  - 3 hours ago
The New South Wales Government says it is worried that proposed amendments to the private health insurance Bill will limit patients' treatment choices. ...
Privately health insured at record level The Australian
all 12 news articles »

Is insurance the problem?
Monsters and Critics.com, UK - 7 hours ago
WASHINGTON, DC, United States (UPI) -- What Americans think of as 'basic' health-insurance coverage is not such a basic question, health experts said this week ...
Will Employer-Based Health Insurance Coverage Endure? eMaxHealth.com
Employers See Value in Health Benefits Houston Chronicle
Tax Subsidies for Employer-Sponsored Health Insurance to Exceed ... U.S. Newswire (press release)
United Press International - Business Wire (press release)
all 12 news articles »

 

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John Smith, 

After carefully reviewing the current market trends for LGI, I believe that now is a good time to sell all 100 of your shares. You could make a profit of 5% as compared to your purchase price in January 2006.Based on your current portfolio information, I recommend that you update your life insurance policy. Research and calculations show a policy raised to $1,000,000.00 would better suit you and your families needs. Please contact me if you have any further questions.

Thank you,
Your Personal Advisor
Jane Doe