AALU Financial Literacy Resource center: FDIC Young Adult Curriculum

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Association for Advanced Life Underwriting (AALU) LETTER OF ENGAGEMENT
1. The undersigned financial counselor acknowledges that he/she is entering into a limited pro bono financial planning engagement for which the financial counselor will receive no compensation, directly or indirectly.
2. The scope of this engagement is to provide to the community general financial literacy education.
3. Even though the financial counselor will receive no compensation for this engagement, he/she will meet all regulatory, professional and ethical obligations, including but not limited to, those imposed by the Securities and Exchange Commission (SEC), state securities and insurance regulators, and, any other applicable organization or entity. The financial counselor is prohibited from seeking additional work on a paid basis during the pro bono financial counseling session(s). If the participant proactively requests a continued financial counseling business relationship, that relationship will be separate and distinct from this one and will be subject to a new and separate agreement between the participant and the financial counselor.
I Agree to these Terms
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