Yang Insurance & Financial Education
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Yang Insurance & Financial Education

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  • Home
  • Invest
  • Agent
    • Company Websites, Guides
    • Licensing, Commissions
    • Examiners, Quotes
  • Client
    • Policy Registration
    • Claim Process
    • Inforce Changes
  • Contact
  • D/L
  • Books
  • CoolInfo
  • The GC

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Downloads

Here are some forms you can use to help organize your business and client policies.

Client Info Sheet for Folder (xlsx)Download
Family Policies Info (xlsx)Download
Client Info Fillabe (pdf)Download
Financial Strategy Blank for Print (xlsx)Download
disclaim beneficiary (odt)Download


Cher Yang     559.906.7040    Lic# 0E29881

4949 E Mckinley Ave Ste A, Fresno CA 93727

cheryangins @ yahoo.com


Copyright © 2023 Cher Yang Insurance - All Rights Reserved.

  • Company Websites, Guides
  • Licensing, Commissions
  • Examiners, Quotes
  • Policy Registration
  • Claim Process
  • Inforce Changes
  • Contact

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