So watch our insurance agent sales questioning and fact finding training videos. We accept no liability for any advice given on the basis of inaccurate or incomplete information. Page 2 of 7 reproduced with the permission of scher longterm care insurance services fact finder personal and family information clients full names. Financial planning fact finder our financial planning process involves discussing your goals, gathering pertinent data, designing solutions, and delivering a cohesive plan that you can implement to help you reach your goals. The type and amount of information required to be collected will vary depending on each clients particular circumstances. This information is meant to be used purely as a guideline toward proper life insurance needs planning. Buysell funding fact finder this fact finder is designed to provide you with a method to gather the necessary information to develop an effective buysell funding strategy. Yes no build height weight are you currently taking any. Gather the details of your request and either fax this worksheet to tnbc or mail the. Aia07252 0420 page 2 of 21 contents personal details. Life, health and disability insurance plans individual policies group insurance association plan. For accurate comparative quotes, include your current insurance policies declarations pages in the fax. Defined contribution pension client 1 client 2 current value contribution employer match 10.
If you want a more sophisticated estate planning analysis. If inforce ledgers have been prepared, please include copies. Client type face value annual premium beneficiary cash value current loans surrender value term nanana whole variable universal other specify below spousepartner term nanana whole variable universal other. Family protection debt protection estate planning business buysell funding business key person protection. Step 1 complete a di preunderwriting checklist to verify that your client is a good candidate for di. Strategic insurance services provides business insurance, homeowners insurance, sinkhole insurance, cyber insurance, and commercial property insurance to all of florida, including clearwater, tampa. It is agreed that all information will be returned after analysis has been completed. Have you ever been told you had, or been treated for any of the conditions listed. Quick factfinder tool life insurance, annuities, long term. For a more in depth analysis, complete the entire form. Then if you are not satisfied j ust return it to us within 30 days of the purchase date we will refund you 100% of the purchase price, excluding the shipping and handling. Additional information may be needed prior to the purchase of an insurance product. Client type face value annual premium beneficiary cash value current. Business paid life insurance policies business paid disability insurance policies this receipt hereby acknowledges that the above listed personal financial information has been provided to my financial representative.
Homeowners fact finder strategic insurance services. Which of these asset mixes would you choose to achieve your goals. This information will be used to create a life insurance illustration. Liabilities owners description outstanding principal interest rate. Insurance inventory owners life insurance company plan type face. Ema preliminary fact finder v7 clearview financial group. Projections are based on assumptions provided by the advisorrepresentative, and are not guaranteed.
Portfolio a has an average return of 5%, with minimal risk of losses in any year. Coverage type insurance company name renewal date annual premium. If you want a more sophisticated estate planning analysis, please complete the entire fact finder as much as possible. This fact finder is provided to help you better understand your goals and objectives. To help you obtain competitive disability insurance quotes, please provide information on your earned income, medical history and other factors that may impact underwriting. If the bank owns the insurance, then continue to question 4. List any other information you feel is important to the financial planning process. Find your fact finder having trouble finding a good fact finder. Fact finder automobile quote johns creek insurance. Client questionnaire fact finder the information requested in this client questionnaire is necessary to enable recommendations to be made and will be used solely for that purpose. To logon, enter your user name and password and click the logon button.
Fact finder homeowner quote type text for quotes fax to. This fact finding form is intended only as a tool to collect information to assist the agent and client during. Business succession planning with key person coverage and buy. Life checkup factfinder the best way to help achieve financial security is to set goals and put a plan in place. Please note that if you decide to engage in any softwarebase financial planning process, you may need to also complete the applicable questionnaire. If you want to do a basic estate planning analysis, please complete pages 25. This file is an interactive pdf and will let you type data into the form and save it. Financial planning fact finder our financial planning process involves discussing your goals, gathering pertinent data, designing solutions, and delivering a cohesive plan that you can implement to help you. Life insurance permanent, term, ltc, final expense, etc. September 2016 over 65 ritter fact finder v2 912016 8007691847.
Our 30 day, no risk, 100% money back guarantee since we opened our business in 1999, our goal has been to satisfy the needs of our. Projections are based on assumptions provided by the. Thank you for the opportunity to help you create a financial plan that provides a roadmap for the future and a measuring stick for the present. Insurance life insurancecurrent coverage please enter the information for each type of life insurance policy you currently have. Actual results will vary, perhaps to a significant degree.
For accurate comparative quotes, include your current insurance. Financial planning fact finders and discovery questionnaires. Type of insurance insurance company level of cover self. An insurance fact finder helps agentsbrokers gather the information they need to give their clients the best possible coverage options. Personal life insurance fact find issue number 3 april 2020. In connection with this application for insurance, the.
This fact finding form is intended only as a tool to collect information to assist the agent and client during the sales process. When complete, please return to rocky mountain insurance network together with the signed authorization letter. Life checkup factfinder life checkup factfinder date. Massachusetts mutual life insurance company massmutual and its affiliated companies and sales. Business fact finder lincoln financial group fulfillment. Business fact finder supplement business name client name agent name date.
If you have any questions, please call us at 800 8463997. Integrity life insurance company national integrity life insurance company westernsouthern life. This fact finder is intended to gather initial information in the financial planning process. Fixed annuity factfinder this form is designed to assist the agent and potential policyowner in gathering information to determine whether the purchase of an annuity is suitable. Have you had, been told, been treated or diagnosed. Life insurance needs analysis worksheet empire life. Insurance life insurance current coverage please enter the information for each type of life insurance policy you currently have. Ask your client for a copy of their existing life insurance policy andor a current statement. Portfolio b has an average return of 10%, but the possibility of losing up to 40% in any given year. Nov 30, 2011 find your fact finder having trouble finding a good fact finder. Liabilities owners description outstanding principal interest rate planned payment payment frequency date loan started date loan ends 11. Strategic insurance services provides business insurance, homeowners insurance, sinkhole insurance, cyber insurance, and commercial property insurance to all of florida, including clearwater, tampa, and st.
Insured company policy number policy date face amount annual premium beneficiary other types of insurance. Buysell funding fact finder florida brokerage insurance. Do you have insurance benefits through your employer. Yes no do not proceed a full financial planning fact find should be completed to ensure.
Gforms\gbs insurance and financial\gifs factfinder disability income. The process begins with understanding what you want to achieve. Policy fact finder rocky mountain insurance network. Have you had, been told, been treated or diagnosed as having anxiety, depression, nervousness or stress, or other emotional or. Gary peterson, clu, chfc 2837 s 156 cir omaha, ne 68 office. Start your mornings with essential life and health insurance news coverage, analysis and. If the bank does not currently own life insurance, has that option been considered or looked into. This will also give you insight as to other products your client may need in the future. What are the names and ages of any relatives or children who may enter the business. Car insurance fact finder steel pacific insurance brokers. It involves a thorough evaluation of your current life insurance policies, your current life insurance and planning needs, and your health.
Tell me a bit about the plan and the coverage it provides. Comprehensive fact finder for 10 employee benefit programs questionnaire current employee benefit plans if both spouses work, use a separate sheet for each. Step 2 complete this fact finder to help you run an illustration for di coverage. Advice required specific general source yellow pages counter internet referred by. You should keep the clients fact finder in their file, as you can use it for future reference. Having a medicare client fact finder handy at each meeting will help agents be certain to gather information necessary to attend to all of their clients needs.
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