I'm looking to purchase or "steal" a good Fact Finder. Will use it for the senior market. Needs personal info, Life, health, LTC, Investment etc sections.
I'm looking to purchase or "steal" a good Fact Finder. Will use it for the senior market. Needs personal info, Life, health, LTC, Investment etc sections.
Any help is appreciated. Thanks,
Tom
Let's put one together as a family. I'll do the first section.
Name: Address: Telephone: Fax: E-mail: Spouse's name
I'm looking to purchase or "steal" a good Fact Finder. Will use it for the senior market. Needs personal info, Life, health, LTC, Investment etc sections.
Any help is appreciated. Thanks,
Tom
Tom,
Give me your email, and Ill send you a PDF of the fact finder we use with our company...