Birdseye Meeting Agenda A. Introduction B. Agent Background C. Client Background 1. Review Financial Foundation 2. Investment Risk / MAP 3. Goals and Priorities D. Seven Key Steps to P lanning1. Financial Foundation 2. Risk Management 3. Wealth Accumulation 4. Taxes and Inflation 5. Retirement Plans 6. Asset Protection 7. Estate Planning E. Six Step Process 1. Personal Commitment 2. Data Gathering Date: • Financial Questionnaire (two pages) • Assets and Liabilities • Budget Analysis • Social Security Statements 3. Critical Factor Analysis 4. Review Assessment Date: 5. Implementation of Action Plan 6. Introd ucti ons to my se rvice s… (f our or more ) Many people never take the time to do what you are doing. When the time is right and you find a friend, co-worker or a family member who could b enefit from our service, all we ask is that you don’t keep us a secret. Let us know how to get connected with them and help them as we have helped you. We help you navigate through the Financial Maze of life… Birdseye Financial Services Office (800) 588-0558 / Fax # (425) 412-6865 Email: [email protected]/ WEB: www.birdseyefinancial.com Health Insurance • Retirement Plans • Taxes and Inflation • Wealth Strategies • Business Ownership Estate Plans Long-Term Care Asset Protection Wealth Transfer Life Insurance Auto & Property Insurance Disability Income Protection Greatest asset is your ability to work… Review Current Plans, Goals, Priorities and Documents RISK MANAGEMENT Plans Wealth Accumulation FINANCIAL FOUNDATION
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2. Data Gathering Date:• Financial Questionnaire (two pages)
•
Assets and Liabilities• Budget Analysis
• Social Security Statements
3. Critical Factor Analysis
4. Review Assessment Date:
5. Implementation of Action Plan
6. Introductions to my services… (four or more)
Many people never take the time to do what you are doing. When the time is right and you find a friend,co-worker or a family member who could benefit from our service, all we ask is that you don’t keep us a
secret. Let us know how to get connected with them and help them as we have helped you.
We help you navigate through the Financial Maze of life…
What does a Financial Representative do?As an Independent Financial Representative, our goal is to help clients (individual and businesses owners) define their financial goals, review their current insurances and investments
and focus on planning strategies. The list below is a sample of the most common services and
products offered. Being independent allows us to offer what is the most competitive product
(Insurance or Investment) that best fits your plan. All too often, we find that people are sold
products to fit their plan rather than build a plan and fit the products to make that plan work.
Captive agents are limited to what they can offer both in services and products so with us you
will notice a difference.
“We work for our clients, NOT for the insurance company.”
HOW MUCH DOES THE SERVICE COST?Corbin Lindsey
We are NON-FEE based Representatives who DO NOT charge fees. We are compensated directly from insurance a
investment companies. This practice offers all Financial Analysis, Planning Strategies and Portfolio Development alowith local workshops at NO CHARGE. However, due to the amount of time invested, we do ask that each client helped w
in exchange provide us with four or more qualified introductions to others like themselves.
INSURANCE PRODUCTS• Health Insurance / Dental / Vision
• Disability Income Protection
• Life Insurance
• Long-Term Care
• Medicare
INVESTMENTS
• 401(k), 403(b), 457
• IRA (Traditional and ROTH)
• Annuities (Fixed, MYGA, Indexed)
• Cash Value Life Insurance
• Mutual Funds
• ALLIANZ LIFE INSURANCE COMPANY OF NORTH
AMERICA
• AMERICAN GENERAL LIFE INSURANCE COMPANY
• AMERICAN NATIONAL INSURANCE COMPANY
• Aviva Life and Annuity Company
• BANNER LIFE INSURANCE COMPANY
• FORETHOUGHT LIFE INSURANCE COMPANY
• GENWORTH LIFE INSURANCE COMPANY
• GROUP HEALTH COOPERATIVE
• HUMANA INSURANCE COMPANY
• ILLINOIS MUTUAL LIFE INSURANCE COMPANY
• INDEPENDENT ORDER OF FORESTERS
• LIBERTY LIFE INSURANCE COMPANY
• LIFE INSURANCE COMPANY OF THE SOUTHWEST
• LINCOLN NATIONAL LIFE INSURANCE COMPANY THE
• MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
• METROPOLITAN LIFE INSURANCE COMPANY
• MIDLAND NATIONAL LIFE INSURANCE COMPANY
• NATIONAL WESTERN LIFE INSURANCE COMPANY
• NORTH AMERICAN INSURANCE
• PACIFICARE LIFE AND HEALTH INSURANCE COMPANY
• PRUCO LIFE INSURANCE COMPANY
• PRUCO LIFE INSURANCE COMPANY
• REGENCE BLUE SHIELD
• RELIANCE STANDARD LIFE INSURANCE COMPANY
• RELIASTAR LIFE INSURANCE COMPANY
• SECURITY LIFE OF DENVER INSURANCE COMPANY
• TRANSAMERICA LIFE INSURANCE COMPANY
• UNITED HEALTH CARE (Secure Horizon, Evercare,
AARP)
Assets and Liabilities Worksheet
To facilitate a Needs Analysis which details where your current risk factors and the status of your retirement outlook, we ask that you obtain recent copies of each investment documentslisted below. (Please have available for review upon our next appointment.)
Client Name: Date:
PLEASE PROVIDE A COPY OF
• Current Budget Breakdown
• Social Security Statements (A copy may be obtained at www.ssa.gov)
INVESTMENTS / ASSETS(Please have copies of statements for review)