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Sample Fact Finders

A sampling of questions and concerns to present to potential clients.  Shown are Fact Finders from a few of our insurance carriers along with check lists for various client scenarios.

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Sample Fact Finders

Sample Fact Finders

 

Business Owners List of Concerns

The list has over a dozen talking points with levels of importance to expose the needs of the business owner.

PDF

 

Client Referral List

This is a referral data collector for live appointments, email communication or mail stuffers to existing clients.

PDF

 

Divorce Check List

This is a three page outline of critical discussion items that address the financial issues of divorce.

PDF

 

Fact Finder & Needs Analysis - John Hancock

Quick 1-page summary to identify needs of your client

PDF

 

Fact Finder - Mutual Of Omaha

PDF

 

Financial Review Check List

There are several talking point topics for annual financial reviews.

PDF

 

Life Events Check List

This form lists the common life events that can impact finances.

PDF

 

Net Worth Statement

A basic worksheet to determine someone's financial net worth.

PDF

 

Personal Financial Data Collector

This is a basic data collector that gathers fundamental financial information.

PDF

 

Planning Objectives Agenda

A list of financial planning objectives and their levels of importance to your client.

PDF

 

The Personal Budget Work Sheet

A basic budget worksheet as a reference tool for household money management.

PDF