Suitability

Advisor Who Referred You:
Advisor Name

Client Information:
First Insured
Gender
AGE
Underwriting Classification
State of Residence
Phone
Email Address

Second Insured (if applicable)
Gender
DOB
Underwriting Classification

Net Worth, Excluding Primary Residence
Current Annualized Income
Credit Score (if known)

Current Life Insurance In-force

PROPOSED LIFE INSURANCE POLICY:

Purpose of Insurance (Estate, Income)
Desired Income Stream
Net Death Benefit Required
Preferred Carrier or Product (if known)

Borrowing Entity (Select Below):

Individual
Corporation
Company
Irrevocable Trust
Revocable Trust
Special Purpose Vehicle (other)

PROPOSED FINANCING ARRANGMENT:

Maximum Collateral (not to exceed)
Loan Payoff Method, Exit Strategy
Desired Out of Pocket Payment
Borrowing Entity (Check One)
Trust
Corporation