Life Insurance Fact Finder Questionnaire

  • 4 min read
  • Aug 23, 2021

Life Insurance Goals Please complete this section. Insurance fact finder.


Client Questionnaire Houseman Financial Financial Planning And Wealth Management

Insurance Policy Rescue Business BuySell _____ LIFESTYLE HEALTH QUESTIONS 1.

Life insurance fact finder questionnaire. 1 the financial strength of the life insurance companys chosen. Non-detailed asset summary for prospect qualification. This fact finder is provided to help you better understand your goals and objectives.

Type of Life Insurance. Amount of Life Insurance Protection requested _____ __ _____ _____ Purpose of the Life Insurance. This will also give you insight as to other products your client may need in the future.

Before you select a product or company however it is. Financial Planning Fact Finding. While there are significant differences between companies products tend to fall into several broad categories.

COMPLETE FOR LIFE INSURANCE. The safety of a life insurance plan is determined by three areas. Policy Review Fact Finder 2 WHAT IS A POLI Y REVIEW.

IWe require advice in relation to personal insurance only. 10 yr 15 yr 20 yr 25 yr. Just pondering these questions will allow you to understand what information the agent is seeking what kind of picture they are painting with possible scenarios playing out.

Comprehensive Fact Finder for 10 Employee Benefit Programs Questionnaire Current Employee Benefit Plans If both spouses work use a separate sheet for each Whenever possible agreements and supporting documents should be secured for review. Death of Client Death of Spouse 15. The Life Insurance Design Questionnaire is an assessment tool that enables your insurance advisor to assist you in the selection design and purchase of life insurance products.

Client Profiler – Prudential. After data in Fact Finder Part I is reviewed 21-page Fact Finder Part II is used for the second phase. Use this form to summarize client medical information and assist in collecting doctors records.

It involves a thorough evaluation of your current life insurance policies your current life insurance and planning needs and your health. A copy of your most recent tax return Mutual fund or brokerage account reports or statements Annuity contracts and most recent statements Life insurance policies and most recent statement This completed financial fact finder Please print clearly and leave blank any answers you are unsure about. It is agreed that all information will be returned after analysis has been completed.

Client Fact Finder. The sale is made or lost upfront. Life Insurance Fact Finder.

Risk management and insurance fact finder. _____ May I ask name in addition to your group insurance and any term insurance you have with what companies do you own your personal permanent life insurance. Height_____ Weight _____ Ever use tobacco.

This information is meant to be used purely as a guideline toward proper life insurance needs planning. Financial Fact Finder Date_____ When you come for your appointment please bring. This a collection of fact-finder questions taken from various sites and insurance companies resources.

LIFE INSURANCE NEEDS WORKSHEET. What formula did you use to arrive at the amount of insurance you now own. Medical HistoryUnderwriting Questionnaire Build.

You should keep the clients fact finder in their file as you can use it for future reference. What percent of your income would you like to leave for your family. And 3 the protection cash value has from the creditors of the insurance.

Fact finder Date _____ Financial information Assets Liabilities Savings _____ Installment loans _____. 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. Yes No DO NOT PROCEED a full Financial Planning Fact Find should be completed to ensure all necessary information is collected in order to provide appropriate advice.

Annuities and life insurance are issued by and product guarantees are solely the responsibility of North American Company for Life and Health Insurance. Believe it or not I actually closed on the sale using this questionnaire even before I went through my presentation by getting a money commitment from the prospect. This fact finding session is where your sale is made or lost and is pertinent to the end result.

2 diversification of the death benefit between two or more companies to reduce the risk of one carrier defaulting on its obligations. Comprehensive 19-page fact finder to help advisors uncover any and all life insurance needs with a client. Family Protection Debt Protection Estate Planning Business Buy-Sell Funding Business Key Person Protection.

Life Insurance Information Insured Company Policy Number Type Policy Date Face Amount Premium Beneficiary P a g e 3 4. Within the last 12 months has anyone to be covered been declined for medical reasons on any life insurance application. GBS Confidential Life Insurance Questionnaire.

An Insurance fact finder helps agentsbrokers gather the information they need to give their clients the best possible coverage options. Health Insurance Fact Finder. A Policy Review is an opportunity for you to review your existing life insurance policies against your current needs and objectives.

Life Health and Disability Insurance Plans Individual Policies Group Insurance Association Plan.


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