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
