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 cdahl@sbmedia.com, 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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