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Insurance fact find Private and confidential Client 1 Title (Dr/Mr/Mrs/Ms/Miss)SurnameGiven name(s) Date completed//Client 2 Title (Dr/Mr/Mrs/Ms/Miss)SurnameGiven name(s) Date completed//Adviser details Adviser

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How to fill out insurance fact find

01

To fill out an insurance fact find, follow these steps:

02

Gather all relevant personal information such as your name, age, address, and contact details.

03

Provide information about your current insurance coverage, if any.

04

List your assets, including property, vehicles, and valuable possessions.

05

Specify your current income and financial obligations, such as loans and mortgages.

06

Identify any potential risks or hazards you want to insure against.

07

Consider your financial goals and objectives to determine the coverage and type of insurance needed.

08

Review the form for accuracy and completeness before submitting it to the insurance provider.

Who needs insurance fact find?

01

Anyone who wants to obtain insurance coverage or update their current coverage may need to fill out an insurance fact find. This may include individuals, families, and businesses who are seeking to protect their assets, income, or themselves against potential risks. Insurance brokers and financial advisors also utilize insurance fact finds to assess their clients' needs and provide appropriate recommendations.

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What is insurance fact find?

Insurance fact find is a process of gathering essential information from clients to assess their insurance needs and recommend suitable products.

Who is required to file insurance fact find?

Insurance agents and brokers are required to file insurance fact find for their clients during the insurance application process.

How to fill out insurance fact find?

To fill out insurance fact find, clients need to provide detailed information about their financial situation, insurance needs, and personal circumstances.

What is the purpose of insurance fact find?

The purpose of insurance fact find is to help insurance professionals understand clients' needs, recommend appropriate insurance products, and ensure that clients are adequately protected.

What information must be reported on insurance fact find?

Information such as personal details, financial situation, existing insurance coverage, risk tolerance, and insurance objectives must be reported on insurance fact find.

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