Current Clients
Current Clients
Annual Review Checklist
Name:
In order to help you set and work towards your financial goals, We like to touch base with you periodically. Please scan the list below and check any areas you would like to discuss or things that may have changed since we visited last. Since Our Last Review, I Have/Am I Would Like To Discuss:
| Entered New Business/Occupation | Mutual Funds |
| Acquired Group Insurance | Child/Spouse Insurance |
| Had A Child | Mortgage Protection |
| Expecting A Child | Medicare Supplement |
| Acquired New Debt/Mortgage Increase | Retirement Income |
| Quit Smoking | IRAs/Pensions |
| Changed My Marital Status | Estate Conservation |
| Experienced A Change in Health | Health Insurance |
| Change My Number of Dependents | Long Term Care Insurance |
| College Education Funding | Disability Income Insurance |
| Annuities | Other: |
Who do you know that might be interested in our services?
Name:
Address:
Phone #:
Please Check One:
| Call Me: | No need to call me at this time: |
| Home Number: | Best Time to Reach: |
Email Address:
Comments:
Thank you for your trust and your business,
Milestones Financial