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KEPC Sponsorship Form
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Date
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MM
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DD
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YYYY
Applicant Name
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Your answer
Sponsor's Name
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Your answer
Sponsor's Professional Affiliation (principal area of practice)
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CLU/ChFC/CFP
CPA
Attorney
Trust Officer
Special
Please describe your professional interaction with the Applicant and their estate planning practice.
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How long have you known the Applicant in the Applicant's estate planning capacity?
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Would you recommend the Applicant and their work to someone else?
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Yes
Maybe
No
Please include any other relevant information that would help us assess the Applicant.
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