Fact Finding Interview Questions
For Clients over age 65 or Clients with parents over 65 Do you or any family members over 65 own any life insurance policies that:
• You are planning to surrender, lapse or replace.
• Were purchased before retirement and are no longer
needed?
• Were purchased years ago for a business or family
situation that no longer exists?
• Protect your estate, which has now been reduced or
passed to your heirs?
• Supported a buy/sell agreement or keyman policy that
is no longer needed?
• Are presently too expensive or under performing?
• You would rather have the cash from, to pass to
children or grandchildren now?
• You feel you are paying to much and would like a
second opinion to see if you could save some money?
• You have received a valuation for, and would like a
second opinion to make sure you have the best offer?
Call Life Advisors at 877-543-2387 toll free with any
questions – we are here to help.