You Must have already met with this client
You Must have completed a financial inventory
Current Income of both spouses (even if only 1 is getting coverage)
Sources of Income
Health Conditions and Medications
If they currently have coverage, you MUST have called the carriers to verify it is still in effect, along with the premiums, death benefit, cash value amounts, reduced paid up amounts
You Must have completed your google sheet for the cases in its entirety.
If a follow up is scheduled with this client, please have the date and time that the follow up is scheduled for