SECTION I: GENERAL INFORMATION
Are you single or married?
What is your name?
What is your email?
What is your phone number?
How old are you?
Do you have kids?
What do you do for work?
For how long have you worked?
SECTION II: HOW CAN WE HELP YOU
What are the biggest concerns that I can help you solve today?
SECTION III: YOUR GOALS
What are your main short-term goals both personal and career wise?
What are your main long-term goals both personal and career wise?
For retirement, we believe in providing our clients a lifetime income that they will not outlive. How much income do you need for retirement monthly?
At what age would you like to start your retirement?
What are your retirement plans? Where are we going? Paint me a picture.
SECTION IV: BEST LIFE INSURANCE HOUSTON CAN HELP YOU!
We want to provide you peace with a plan in place, security with a lifetime income and freedom to live the life you desire.
If we can provide these three things within your budget, can we start today?
SECTION V: FINANCIAL OVERVIEW
How much life insurance do you currently have in place?
If you become ill, do you have a plan that will help you financially?
What are you currently doing for retirement? (401K, IRA) Do you have a company match?
Do you have savings plan?
Do you have pre-planned funeral arrangements?
Do you have a will or trust?
Debt – How much do you owe on auto loans, student loans, credit cards, or personal loans?
Income – What is your yearly income?
Mortgage – How much do you owe on your home?
Education – For education, they recommend 20K per year, per child for college
Your Protection Needed
SECTION VI: PERSONAL PLAN
We are going to contact you with a personalized personal plan for you and your family.
