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To: pmdunn@fbsllc.com
From: "Robert Schwartz" <LStroman@allenwalkerdesign.com>
Subject: Re:  Home and Auto Ins Quote

<html><body><p>Check file: https://jacksonkatz.com/iauu/?772696<br></p><htm=
l><DIV>Mitzie: I would be&nbsp;happy to take some time to call you and&nbsp=
;discuss life insurance at your&nbsp;convenience. I am not available this a=
fternoon but would be available on Thursday or Friday to&nbsp;answer any qu=
estions you may have on the process.</DIV>

<DIV>Thanks, Pat <BR><BR>Patrick M. Dunn <BR>Financial Benefit Services <BR=
>10543 Metropolitan Avenue <BR>Kensington MD 20895 <BR>Office 1: 301-949-10=
00 <BR>Office 2: 301-571-1297 <BR>Mobile: 301-509-3088 <BR>website: www.fbs=
llc.com </DIV>

<div><span>-----Original Message-----<BR><B>From:</B> Robert Schwartz <BR><=
B>Sent:</B> Wednesday, May 9, 2012 03:02 PM<BR><B>To:</B> 'Mitzie Anderson'=
<BR><B>Cc:</B> 'PATRICK M. DUNN'<BR><B>Subject:</B> RE: Home and Auto Ins Q=
uote<BR><BR></span>


<TABLE>
<TBODY>
<TR>
<TD>
<DIV>
<P><SPAN>Mitzie,</SPAN></P><SPAN><?XML:NAMESPACE PREFIX =3D O /></SPAN>
<P><SPAN>Here are your life quotes provided by our broker, Pat Dunn.&nbsp; =
Generally some medical information is required.&nbsp; You can call Pat at <=
/SPAN>Office 301-949-1000 or 301-571-1297 to get the most accurate details =
on underwriting, or email him at his address above.</P>
<P>Bob<BR><BR></P>
<P><SPAN>Bob Schwartz</SPAN></P>
<P><SPAN>Assist Vice President</SPAN></P>
<P><SPAN>NW Insurance Agency, a subsidiary of</SPAN></P>
<P><SPAN>Northwest Financial LLC</SPAN></P>
<P><SPAN>200 Spring Street, Suite 120</SPAN></P>
<P><SPAN>Herndon, VA 20170</SPAN></P>
<P><SPAN>703-810-1072, ext 130</SPAN></P>
<P><SPAN>1-800-269-2156, ext 130</SPAN></P>
<P><SPAN>703-810-1079 (fax)</SPAN></P>
<P><SPAN>240-401-4817 Mobile</SPAN></P>


<P><SPAN>This communication may contain information that is legally privile=
ged, confidential or exempt from disclosure. If you are not the intended re=
cipient, please note that any dissemination, distribution or copying of thi=
s communication is strictly prohibited. If you receive this message in erro=
r, please notify the sender immediately by telephone or by return email.</S=
PAN></P>
<DIV>
<P><B><SPAN>From:</SPAN></B><SPAN> Mitzie Anderson  <BR><B>Sent:</B> Wednes=
day, May 09, 2012 2:36 PM<BR><B>To:</B> Robert Schwartz<BR><B>Subject:</B> =
Re: Home and Auto Ins Quote</SPAN></P></DIV>
<DIV>
<P>Will a physical be required for the life insurance policy.&nbsp; I'm com=
ing up on my yearly physical and perhaps I can take care of whatever is req=
uired.</P></DIV>
<DIV>
</DIV>
<DIV>
<P>Thanks,</P></DIV>
<DIV>
<P>Mitzie</P></DIV>
<DIV>
<P>On Tue, May 8, 2012 at 3:30 PM, Mitzie Anderson  wrote:</P>
<DIV>
<P>I'm looking at two policies.&nbsp; One for me and one for my husband.</P=
></DIV>
<DIV>
</DIV>
<DIV>
<P>I believe I have a 20 year term for both.</P></DIV>
<DIV>
</DIV>
<DIV>
<P>Scott Anderson:&nbsp; 12/5/61, Non-smoker</P></DIV>
<DIV>
<P>Mitzie Anderson:&nbsp; 10/17/64, Non-smoker</P></DIV>
<DIV>
</DIV>
<DIV>
<P>5833 Riverside Drive</P></DIV>
<DIV>
<P>Dale City, VA&nbsp; 22193</P></DIV>
<DIV>
<P> (work)</P></DIV>
<DIV>
<DIV>
<DIV>
<P>On Tue, May 8, 2012 at 3:25 PM, Robert Schwartz  wrote:</P>
<DIV>
<DIV>
<P><SPAN>Ms. Anderson,</SPAN></P>

<P><SPAN>I would be happy to get you a quote. &nbsp;Please provide the leng=
th term you wish, date of birth, non versus smoker, address and phone numbe=
r. </SPAN></P>
<DIV>

<P><SPAN>Bob</SPAN></P>

<P><SPAN>Bob Schwartz</SPAN></P>
<P><SPAN>Assist Vice President</SPAN></P>
<P><SPAN>NW Insurance Agency, a subsidiary of</SPAN></P>
<P><SPAN>Northwest Financial LLC</SPAN></P>
<P><SPAN>200 Spring Street, Suite 120</SPAN></P>
<P><SPAN>Herndon, VA 20170</SPAN></P>


<P><SPAN> (fax)</SPAN></P>
<P><SPAN> Mobile</SPAN></P>



<P><SPAN>This communication may contain information that is legally privile=
ged, confidential or exempt from disclosure. If you are not the intended re=
cipient, please note that any dissemination, distribution or copying of thi=
s communication is strictly prohibited. If you receive this message in erro=
r, please notify the sender immediately by telephone or by return email.</S=
PAN></P>
</DIV>
<DIV>
<P><B><SPAN>From:</SPAN></B><SPAN> Mitzie Anderson  <BR><B>Sent:</B> Tuesda=
y, May 08, 2012 3:23 PM<BR><B>To:</B> Robert Schwartz<BR><B>Subject:</B> Re=
: Home and Auto Ins Quote</SPAN></P></DIV>
<DIV>
<DIV>

<DIV>
<P>I'd like to find out what the cost would be for a life insurance term li=
fe policy for $500K.&nbsp; I have some time before mine expires but I wante=
d to get started on it.</P></DIV>
<DIV>
</DIV>
<DIV>
<P>Mitzie Anderson</P></DIV>
<DIV>
<P>On Fri, May 4, 2012 at 8:19 AM, Robert Schwartz  wrote:</P>
<DIV>
<DIV>
<P>Hi Ms. Anderson,</P>

<P>Thank you for your request for an auto and/or home insurance quotes.&nbs=
p; We provide no obligation quotes for your insurance as a service to North=
west Federal members.&nbsp; To obtain your quotes, just click on the links =
below and submit the information on our online form and we will generate a =
quotes for your consideration.&nbsp; If you have any questions, please call=
 me.</P>






<P>I look forward to assisting you.</P>

<P>Regards,</P>
<P>Bob</P>


<P>Bob Schwartz</P>
<P>Assist Vice President</P>
<P>NW Insurance Agency, a subsidiary of</P>
<P>Northwest Financial LLC</P>
<P>200 Spring Street, Suite 120</P>
<P>Herndon, VA 20170</P>


<P> (fax)</P>
<P> Mobile</P>



<P><SPAN>This communication may contain information that is legally privile=
ged, confidential or exempt from disclosure. If you are not the intended re=
cipient, please note that any dissemination, distribution or copying of thi=
s communication is strictly prohibited. If you receive this message in erro=
r, please notify the sender immediately by telephone or by return email.</S=
PAN></P>
</DIV></DIV></DIV>
</DIV></DIV></DIV></DIV></DIV></DIV></DIV></DIV></DIV>
</TD></TR></TBODY>










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