Checklist
Please answer the questions below and when finished, click "Send Now" to return the checklist.
Provide information on how to utilize tax-advantaged strategies to help reduce or defer taxes.
YES
NO
UNSURE
Provide information on life insurance strategies for individuals with an existing health issue (i.e. blood pressure, cholesterol, diabetes, etc).
YES
NO
UNSURE
Provide information on strategies that can address my concerns about inflation, market fluctuation and outliving my savings.
YES
NO
UNSURE
Provide information on estate taxes and how to minimize the negative tax consequences for my family.
YES
NO
UNSURE
Provide information on long term care insurance to help protect against depleting other assets.
YES
NO
UNSURE
As needed, please consult your own tax, legal or accounting professional before making any decisions; I do not provide tax, legal or accounting advice.
SMRU 1668123