You Must have already met with this client
You Must have completed a financial inventory
Current Household Income
Current Assets (Cash in Bank, Savings, Investments, etc.)
Current amount of life insurance
If they have a current annuity, you need the details regarding that annuity (amount, when they got it, type (qualified/unqualified), free withdraw percentage, performance of previous years, fee for early termination, etc.
Due to the nature of these appointments, after selecting a time, these appointments MUST be approved by Louis