Wells Fargo Advisors 11300 State Road 54 Trinity, FL 34655
*ALL Checks Made Payable To:CPT as Trustee F.B.O. “Client’s Full Name**” *All checks and annuity payments must be titled the same. No fee payment required in advance. The trust setup fees and the first year’s administration fee will be taken from trust seed money. ** Please make sure that the name on the payable line match the clients Social Security card.
CPT Institute 1 Civic Center Drive, Suite 310 San Marcos, CA 92069
Benefit Risk Assessment Phone: 855.278.7681 Email: email@example.com Hours: M - F: 9 AM - 5 PM EST & PST
Beneficiary Support Phone: 877.695.6444 Email: firstname.lastname@example.org Hours: M - TH: 6 AM - 2 PM PST | F: 6 AM - 12 PM PST