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Ask Questions First
Take the time to really know and understand your clients ... their life history, worries,
disappointments, hidden risks. This handy outline will help guide the discussions ...
and uncover opportunities for additional client services.
Or [Request] free LOVE LETTER to My Family ... the detailed guide.
Personal
- Names, addresses, phone numbers, emails and relationship
of immediate family + those of nearest relations
- Marital and family history
Living wife and children: health, special needs
Ex-wife or wives, step-children, adopted children
Grandchildren and great-grandchildren
- Family issues
Harmony, disputes, relationships
Worries and Pleasures
Anticipated changes
- Health
Work Life, Career
Employment or business owner
Achievements, Sources of satisfaction
Hobbies, Talents: Lifelong and New
Travel: Past and Planned
Charitable Activities: Current and Planned Giving
Memberships: Civic, Community, Fraternal, Religious
Assets:
Accounts: bank, brokerage, credit cards
Safe Deposit and Stored
Property
Loans and money owed
Insurances: Life, Disability, Key-Man, Long Term Care. Property & Casualty
Cemetery plots, location
Liabilities: Financial obligations. Lawsuits
Documents and Location:
Wills, Trusts: last reviewed for heirs and disposition of assets
Power of Attorney, Legal and Medical
Deeds
Others
LOVE LETTER to My Family is a complete record for your clients. As a service to
advisors, Outsource Insurance provides free copies for your clients
Helping clients assemble this information brings them peace-of-mind for themselves and,
in the event of death, for their families. Conversations focusing on the client will uncover
many gaps and needs to assure their estate planning preferences will be carried out.
Contact Us
Outsource Insurance Services, Inc.
269 S. Lorraine Blvd.
Los Angeles, CA 90004
(323) 908-7726
www.outsourceins.com
Contact
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