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Client Disclosure Agreement FormMarshall Tague2024-05-07T12:51:31-07:00

Client Disclosure Agreement

Customer Name(Required)
New Polices Issued? Check all that apply.(Required)
Auto Policy Carrier?(Required)
Home Policy Carrier?(Required)
Umbrella Policy Carrier?(Required)
Renters Policy Carrier?(Required)
2nd Home Policy Carrier?(Required)
Investment 1 Policy Carrier?(Required)
Investment 2 Policy Carrier?(Required)
Investment 3 Policy Carrier?(Required)
Investment 4 Policy Carrier?(Required)
Investment 5 Policy Carrier?(Required)
Commercial Policy Carrier?(Required)
Motorcycle Policy Carrier?(Required)
Flood Policy Carrier?(Required)
Recreation Vehicle Policy Carrier?(Required)
Travel Trailer Policy Carrier?(Required)
Boat Policy Carrier?(Required)
Golf Cart Policy Carrier?(Required)

CONTACT
Insurance Requests:
insurance@stewardship.pro

General Inquiries:
home@stewardship.pro

Phone:
602-384-2604

1094 S Gilbert Rd
Suite 210
Gilbert, AZ 85296

INSURANCE
Auto Insurance
Disability Insurance
Health Insurance
Home Insurance
Life Insurance
Long-Term Care Insurance
Medi-Share
Medicare

MORTGAGES
Purchasing A Home
Refinancing
Investment Properties

ESTATE PLANNING
Wills
Trusts
Living Will
Medical Power of Attorney

REAL ESTATE
Buy a Home
Sell a Home

WEALTH MANAGEMENT
Investment Management
401(k)s
403(b)s
IRA
Mutual Funds

This is the website for Stewardship Insurance LLC, Stewardship Mortgage LLC, Stewardship Planning LLC, Stewardship Realty LLC, and Stewardship Financial. Stewardship Mortgage LLC is an Equal Housing Opportunity Lender and a licensed Mortgage Broker MB#0909516 and Loan Originator NMLS#154011 in the state of Arizona. Stewardship Mortgage LLC is acting as a Loan Originating Agent and NOT a Principal. Stewardship Financial is a DBA of The Illuminate Group, LLC. The Illuminate Group, LLC is a registered investment adviser in the State of Arizona and California. Registration does not imply a certain level of skill or training. Additional information about The Illuminate Group, LLC, including our current Form ADV Part 2A and 2B, is available upon request or on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/firm/summary/281386. AZ Real Estate License Number LC704827000. © Copyright Stewardship. All rights reserved.

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