Fillable Fact Finder

This form is intended to collect the necessary information in order to perform an analysis of your client’s current life insurance need. It is designed to look at the needs of their survivors, if they were to die today. Some of the needs are immediate in nature. These needs are, generally, one-time costs and occur in the first year after death. Other needs are considered future needs. They are ongoing and must be funded for multiple years in a row.