Académique Documents
Professionnel Documents
Culture Documents
A. Introduction B. Agent Background C. Client Background 1. Review Financial Foundation 2. Investment Risk / MAP 3. Goals and Priorities D. Seven Key Steps to Planning 1. Financial Foundation 2. Risk Management 3. Wealth Accumulation 4. Taxes and Inflation 5. Retirement Plans 6. Asset Protection 7. Estate Planning E. Six Step Process 1. Personal Commitment 2. Data Gathering
Estate Plans
Health Insurance
Date:
Financial Questionnaire (two pages) Assets and Liabilities Budget Analysis Social Security Statements
3. Critical Factor Analysis 4. Review Assessment Date: 5. Implementation of Action Plan 6. Introductions to my services (four or more)
Many people never take the time to do what you are doing. When the time is right and you find a friend, co-worker or a family member who could benefit from our service, all we ask is that you dont keep us a secret. Let us know how to get connected with them and help them as we have helped you.
Corbin Lindsey
We are NON-FEE based Representatives who DO NOT charge fees. We are compensated directly from insurance and investment companies. This practice offers all Financial Analysis, Planning Strategies and Portfolio Development along with local workshops at NO CHARGE. However, due to the amount of time invested, we do ask that each client helped will in exchange provide us with four or more qualified introductions to others like themselves.
WHAT WE DO
PLANNING Budget Analysis Financial Foundation Review Risk Analysis Wealth Accumulation Strategies Tax Strategies Retirement Planning Asset Protection & Estate Planning Pension Maximization Investment Strategies Mortgage Equity Management
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA AMERICAN GENERAL LIFE INSURANCE COMPANY AMERICAN NATIONAL INSURANCE COMPANY Aviva Life and Annuity Company BANNER LIFE INSURANCE COMPANY
FORETHOUGHT LIFE INSURANCE COMPANY GENWORTH LIFE INSURANCE COMPANY
BUSINESS PLANNING
Business Buy/Sell Funding Business Continuation Key Man (Golden Handcuffs) Executive Bonus 401(k) / Simple / SEP IRAs Employee Benefits Employee Educational Workshops Health Insurance / Dental / Vision Disability Income Protection Life Insurance Long-Term Care Medicare 401(k), 403(b), 457 IRA (Traditional and ROTH) Annuities (Fixed, MYGA, Indexed) Cash Value Life Insurance Mutual Funds
GROUP HEALTH COOPERATIVE HUMANA INSURANCE COMPANY ILLINOIS MUTUAL LIFE INSURANCE COMPANY INDEPENDENT ORDER OF FORESTERS LIBERTY LIFE INSURANCE COMPANY LIFE INSURANCE COMPANY OF THE SOUTHWEST LINCOLN NATIONAL LIFE INSURANCE COMPANY THE MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY METROPOLITAN LIFE INSURANCE COMPANY MIDLAND NATIONAL LIFE INSURANCE COMPANY NATIONAL WESTERN LIFE INSURANCE COMPANY NORTH AMERICAN INSURANCE PACIFICARE LIFE AND HEALTH INSURANCE COMPANY PRUCO LIFE INSURANCE COMPANY PRUCO LIFE INSURANCE COMPANY REGENCE BLUE SHIELD RELIANCE STANDARD LIFE INSURANCE COMPANY RELIASTAR LIFE INSURANCE COMPANY SECURITY LIFE OF DENVER INSURANCE COMPANY TRANSAMERICA LIFE INSURANCE COMPANY
INSURANCE PRODUCTS
INVESTMENTS
Date:
CDs (Certificate of Deposit) Savings Account / Money Market 401 k / 403 / 457 Plans IRA - Traditional / Simple / SEP IRA Roth Stock Accounts Mutual Fund Accounts Bond Accounts Annuity (Fixed / Index / Variable) Pension (Fed / State / City) Pension (Military / Union) House Market Value
% % % % % % % % % % % Equity Rate % % % % % % % %
LOANS / OBLIGATIONS House 1st Mortgage House 2nd Mortgage Car Loans Education Loans Personal Loans Other Loans Credit Card Accounts OTHER: Current In-Force Policies
(Please have policies for review)
Life Insurance (from work) Life Insurance (term) Life Insurance (cash value type) Disability Income Long-Term Care Critical Illness Insurance
$ $ $ $ $ $
*** Please have the above information ready prior to our next appointment. However, should you not be able to gather all information listed above prior to our meeting you can supply that information at a later date.
Budget Analysis
CLIENT NAME:
First name Occupation Gross Inc Net Inc Medical
Date:
Pre-tax Save Other
LoansMtg.
Total
LoansAuto
Total
Long-Term Debt (Utilities / Insurances)Monthly Living Expenses Gasoline for cars Electricity Garbage Sewer & Water Home Phone Groceries Child Care Auto Insurance Retirement / Savings Disability Life Insurance
Total
Monthly Living Expenses Entertainment Cell Phones Cable Internet OTHER Monthly Spending
Total
Monthly Spending
Total