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Fact Finder Questions
1. Name
2. Date of Birth
3. Address
4. Email address
5. Any health concerns in the past 5 years
6. Current health carrier
7. Premium
8. RX coverage
9. Premium
10. Death benefits other than what Medicare offers ($255)
11. Cash value
12. Face Ammount
13. Programs offered by the state of il that cut down the costs of RX and other major costs are determined by income. Is your combined income over or under 35k per year?
14. Because income can be taxed in different ways, the state will allow you to defer some of your taxable income in order to qualify for these programs. What portion of your income is Social Security ?
a. Investment income ?
b. Cd income ?
c. IRA 401K income?
d. Pension income?
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At the end of the appointment go back to ask questions about investments.
a. How have your investments been doing?
b. Are you happy with that?
c. If you could make any changes in your current portfolio what would it be?
d. Does the same person handle all of this or are there different advisors for everything ?
e. Have you ever had the ability to have an advisors look over your entire portfolio instead of just bits and pieces?
f. What would I need to do to earn your business?
g. Have you thought about what happens to this when you pass away?