Filed Under:Life Insurance, Life Planning Strategies

Find Your Fact Finder

It's common knowledge that most appointments should start with a good fact-finding conversation. While some agents have no trouble launching the discussion unguided, others find a good fact finding sheet — or several — crucial to the process.

If you're unhappy with your current fact finder or don't have one at all, try one of these. Have a better fact finder you'd like to share? E-mail it to, and I'll post it here.


Financial Analysis Worksheet, courtesy of Symetra


Financial Needs Estimator, courtesy of Symetra


Life Insurance Planning Worksheet, courtesy of Symetra


Estate Planning Questionnaire, courtesy of MetLife

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Nichole Morford

Nichole Morford
Managing Editor

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