I want to give you an interim report on my download and set up to do a couple of proposals. The system and the improved way you have arranged the Wizard is simply fabulous! I am impressed and excited about my first two proposals I did and sent to clients. The platform is intuitive and user friendly. While I may have a couple of minor questions later on, for now I am set. I am going to refer a couple of my associates directly to you later this month."
Use this page to describe holdings owned by company organization or individual. The term " holdings" generally applies to money real estate and investments such as stocks bonds and even companies. Note that Proposal Kit also includes template to describe Assets which typically include jewelry equipment and all items of any value. Following is list of holdings owned by Name of Company or Individual Real Property. List all real estate properties owned. Business Entities. List all companies and partial business interests owned. Investments.
List all investments such as stocks bonds and annuities. Bank Accounts. List all bank accounts owned. If needed provide summary statement here. You might want to sum up the total value of the holdings listed above.