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To facilitate compliance review of The Income for Life Model program, below are links to the various review letters as well as samples of the educational pieces that are part of The Income for Life Model program.

Title Description Letter Associated Piece
FINRA Review Letter - Concept Overview This is the FINRA review letter for The Income for Life Model® Concept Overview brochure. The Concept Overview brochure provides a contextual explanation of how the Model works.
FINRA Review Letter - Flash Movie This is the FINRA review letter for The Income for Life Model® Flash movie presentation. The changes requested in the letter have been made.
FINRA Review Letter - Invitations This is Finra review letter for both the 8.5"x11" and postcard size invitations.   (postcard)
(8x11)
FINRA Review Letter - Tri-Fold Brochure This is the FINRA letter for Income for Life Mode® Tri-Fold Brochure.  
FINRA Review Letter - Personalized Analysis This is the FINRA for the Income for Life Model® personalized illustration analysis.  
FINRA Review Letter - Seminar PPT This is the FINRA review letter for the Income for The Income for Life Model® client seminar in PowerPoint format.    (power point)
 (script)
FINRA Review Letter - The IRA Rollover: Options to Consider This is the FINRA review letter for the Flash movie presentation that explains various options available to terminating employees.
FINRA Review Letter - The Power of an IRA Rollover This is the FINRA review letter for the Flash movie presentation that illustrates the advantages of rolling over pension assets into an IRA.
Sample advisor website in PDF format A PDF copy of each page of a sample advisor website for review purposes.   Website link