Fact-Finder
Customize your own Fact-Finder!
How to customize your Fact-Finder
- Front page – insurance questions
- Select questions that are important to you by touching “+”
- Pick from multiple categories (recommend 3-6 questions)
- Back page – personal questions
- Download PDF to print
- How much do you have set aside for your funeral & other final expenses?
- How much do you owe on your home mortgage or credit cards?
- Who do you want as your beneficiary?
- Do you want to leave a legacy?
- Do you have any long-term care funding?
- How much are you currently paying for your Medicare Supplement plan?
- What was your last rate increase on your Medicare Supplement plan?
- Does your Medicare Advantage cover hospitalization for days 1-5?
- What is your deductible for days 1-5?
- Do you have a 401K or 403B?
- What is the current interest rate on your CDs?
- What interest rate do you have on your fixed annuities?
- Is the interest on your CD’s taxed?
- Which is more important to you: Protecting your principal? Earning interest on your money? Not out-living your income?
- What company do you have your proper cancer insurance with?
- How much does your cancer plan pay?
- What lump sum does your cancer plan pay?
- If you get cancer do you want to go to a specialist?
- Who do you have your dental insurance with?
- If you need a $1,000 crown, how do you plan on paying for it?
- What is the maximum of your dental insurance?
- What is the deductible of your dental insurance?
- What do you have that acts like insurance (401K, IRA, annuity, etc.)?
- If you were to die today how much debt do you want to pay off for you family?
- If you were to die today how much of your income do you want to replace for your family? And for how long?
- Do you know the current costs of long-term care?
- Who do you plan on caring for you should you need long-term care services? Do they know?
- Has anyone in your family had an experience with long-term care? What happened?
- If you need care, where would you like that care to be delivered?
- Do you know you can use qualified funds (401k, 403b, IRA) to build an long-term care plan?
- Which asset do you intend to use first should you need long-term care services?
- If you live a long life and need care, how have you prepared to address that need?
- What impact do you think long-term care could have on your spouse, children and/or friends?
- How many children do you have?
- What are your children's names?
- How old are your children?
- How many grandchildren do you have?
- What are your grandchildren's names?
- How old are your grandchildren?
- Do you want to provide a free $3,000 life insurance to your grandchildren?
- Do you have any pets?
- What kind of pet(s) do you have and what is/are their name(s)?
- Where did you grow up?
- What is your favorite thing to do in your spare time?
- If you could visit (or live) anywhere, where would you go?
- What is your favorite movie?
- What is your favorite type of music?