Checklist
Please answer the questions below so we can keep your records current and maintain meaningful contact with you about financial issues throughout the year. When finished, click "Send Now" to return checklist.
Since our last review, have you (or would you like to):
Make any needed changes to beneficiaries?
YES
NO
UNSURE
Changed your mailing address?
YES
NO
UNSURE
Had changes to my family and need to reassess financial objectives and strategies
YES
NO
UNSURE
Changed your occupation?
YES
NO
Enter details here:
Discuss an inheritance that you or your spouse has received?
YES
NO
UNSURE
Consider converting any term insurance?
YES
NO
UNSURE
Consider increasing your life insurance?
YES
NO
UNSURE
Make any changes for other policies?
YES
NO
UNSURE
Consider starting an IRA or SEP plan?
YES
NO
UNSURE
Consider a Roth IRA conversion?
YES
NO
UNSURE
Review projected income needed for retirement?
YES
NO
UNSURE
Consider increasing your disability insurance?
YES
NO
UNSURE
Consider insurance on children or grandchildren?
YES
NO
UNSURE
Review how your life insurance can help solve any estate settlement costs you may have?
YES
NO
UNSURE
Discuss the tax advantages of Trusts?
YES
NO
UNSURE
Acquired any new disability income (loss of income) policies?
YES
NO
Changed attorneys, banks, accountants, etc.?
YES
NO
Entered into a business venture?
YES
NO
Please contact me to discuss any areas of interest or to just say HELLO
YES
NO
Please include best phone number and time to call: