First Name
Last Name
Phone
*
Email
*
State
Has the client been told about the pricing for a Financial Plan of $3,000 cost?
Select one
Yes
No
No elements found. Consider changing the search query.
List is empty.
What are the clients main concerns?
Long-Term Care Planning – Customized LTC strategies to protect assets and plan for care.
Trust Funding – Ensuring assets are correctly aligned with estate plans.
Estate Planning – Full-service planning for asset protection, wealth transfer, and tax efficiency.
Retirement Income Planning – Structured income strategies for financial security in retirement.
Medicaid Planning – Asset protection strategies while maintaining Medicaid eligibility.
Social Security & Medicare Optimization – Maximizing benefits through Advisor software based on health and eligibility.
Does this client have assets over 500k? and is there a good potential for them to need a financial plan?
Select one
Yes, Client has more than 500k in assets
No, Client is NOT a good candidate for Will/Trust Package
No elements found. Consider changing the search query.
List is empty.
Which rep at at Alix referred you over?
Notes :
Would you like to schedule them with a Financial Specialist now?
Select one
Yes
No
No elements found. Consider changing the search query.
List is empty.
Privacy Policy
|
Terms of Service
Submit