Client Needs Assessment

Oftentimes, events that occur in your life will affect your insurance and financial needs. We have developed relationships with a wide variety of outstanding professionals who can help us ensure that your concerns are addressed. PLEASE MARK ALL BOXES WHICH APPLY TO YOU.
Oftentimes, events that occur in your life will affect your insurance and financial needs. We have developed relationships with a wide variety of outstanding professionals who can help us ensure that your concerns are addressed. PLEASE MARK ALL BOXES WHICH APPLY TO YOU.
- I would like to review my options for DENTAL or VISION insurance
- Please help me review my LIFE INSURANCE to ensure I have the coverage necessary to provide for my loved ones.
- I need help reviewing my PERSONAL LINES OF INSURANCE to reduce my payments or increase my coverage (home, auto, flood, umbrella, renters, specialty, etc.).
- I need help reviewing my BUSINESS OR COMMERCIAL INSURANCE to reduce my payment or increase my coverage (cyber liability, general liability, professional liability, commercial property, commercial auto, commercial umbrella, workers compensation, employee practices liability, business interruption, etc.)
- I would like assistance with (or FREE second opinion on) managing my INVESTMENT or RETIREMENT ACCOUNTS.
- I have INHERITED OR ACCUMULATED MONEY, but am unsure how to use it to my best advantage.
- I am concerned with the possibility that a RECESSION or ELECTION could affect my investments.
- I would like assistance with COLLEGE PLANNING for my children or grandchildren.
- I'd like help setting up a WILL or TRUST for my estate plan.
I know someone who would be interested in HEALTH INSURANCE, MEDICARE/MEDICARE SUPPLEMENT or one of the services mentioned above. (Please include name, contact number and area of interest.)
Additional Comments or Questions:
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Client Needs Assessment

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