Tax Balance Planning Fact Finder

Tax Balance Planning Fact Finder
Agent Name*

First NameLast Name
SVP (recruiter)

First NameLast Name
Email*
Agent Email Address
Phone Number*
Agent Phone Number

Tax Balance Planning Fact Finder
Client Information
Insured #1*

First NameLast Name
Male / Female*
Age / DOB*
State*
Class / Health Issues*
Insured #2

First NameLast Name
Male / Female
Age / DOB
State
Class / Health Issues

Tax Balance Planning Fact Finder
Insurance Parameters
Preferred Product(s)*

VULWLIUL
Assumed Returns: VUL (optional)
Assumed Returns: IUL (optional)
Annual Funding*
Funding Years*
Retirement Age*
Cash Flow Years*
Death Benefit (optional)
Please indicate any additional preferences (such as LTC rider, High Early Cash Value, Premium Deposit Account, Fixed vs Participating Index loans, uneven funding pattern, etc. – we may call to discuss)

Tax Balance Planning Fact Finder
Please indicate details of any existing coverage to be replaced
Product Type
Death Benefit
Premium
Cash Value
Loan Balance
Other

Tax Balance Planning Fact Finder
Additional Considerations
Should be Empty: