Today is a sample of what I call my “Areas of Concern Checklist” I copied and pasted this from a document to show it to you. YET, IF YOU JOIN THIS LIST (UNLESS YOU ALREADY HAVE) AND YOU CONTACT ME WITH THE MESSAGE “PLEASE SEND ME YOUR Areas of Concern Checklist” AND IT WILL BE SENT TO YOU!!!!
- Customer Information
Date:___________________________________
Name:__________________________________ Spouse:________________________________
Address:_________________________________________________________________________
Mobile:__________________________________ Mobile:__________________________________
Home:__________________________________ Home:__________________________________
Work:___________________________________ Work:___________________________________
Email:___________________________________ Email:__________________________________
Employer:________________________________ Employer:_______________________________
- Circle what you value the most
Auto Home Family
- I have life insurance with……… ________ Insurance, None OR
Other ___________________________________________
- Areas of Concern
Please rank the following from 1-5. 1= not so concerned 5= very concerned
Rank
My Retirement ……………………………….…. 0 1 2 3 4 5 Final Expenses……………………………………….. 0 1 2 3 4 5
Maintaining my Family Income…………. 0 1 2 3 4 5 Saving and/or Investing Money………….…. 0 1 2 3 4 5
Passing my Estate to my family……….. 0 1 2 3 4 5 Protecting what I own….…………………………. 0 1 2 3 4 5
Taking care of disabled adult child……. 0 1 2 3 4 5 My Children’s Future and Education………. 0 1 2 3 4 5
My Car………………………………………………… 0 1 2 3 4 5 My Home…………………………………………………. 0 1 2 3 4 5
Taking care of aging parents…………….. 0 1 2 3 4 5 Other (Specify)____________________ 0 1 2 3 4 5
If you own a business, please rank the following as well. 1= not so concerned 5= very concerned
Protecting my business…………………………………….. 0 1 2 3 4 5 Passing my business to my heirs……………… 0 1 2 3 4 5
If someone at my business dies or gets hurt.…. 0 1 2 3 4 5
- Financial Planning Please circle one
Do you generally like planning for the future?……………………………………………………………………. Yes No
Are you currently working with a financial planner or investment advisor?……………………………………………… Yes No
Are you satisfied with their results?…………………………………………………………………………………. Yes No
Would you like a second opinion?……………………………………………………………………………………. Yes No
Please circle one
What are you doing to save up for retirement? 401K Nothing Other_________________
If you can give us at least one good referral that we can help out with their insurance, you will receive a complementary Starbucks gift card!
Name Phone Relation/Comments
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What can we do to improve your experience at this agency?
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THOUGHTS TO PONDER TODAY: Do you utilize a Fact Finder EVERY TIME? Do you need a fact finder like this? CONTACT ME DIRECTLY VIA THIS BLOG PAGE AND I CAN EMAIL THIS TO YOU IN A PHENOMENAL PDF VERSION, IMAGES AND COLOR INCLUDED!!!!
John Lucero, is a successful business owner with over 20 years of experience in multi-line insurance agency operations for several major National Brands. With an expertise in Recruiting, Educating, Coaching, Developing and Product Knowledge, his passion and drive to ELEVATE Insurance Agencies to higher levels of success is what keeps him inspired about the future and motivated about making a difference.
Comments 2
Please send me your Areas of Concern checklist
Hi John – thank you in advance for sending me the Area of Concern checklist. I’m sure this tool will be extremely valuable to me and my team.
~Jessie