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Life Insurance Fact Unprepared for client: Date completed:Adviser name Chris UnthankBusiness nameGeelong Insurance BrokersBusiness address32 Ormond Rd EAST GEELONG VIC 3219 ADSL 243289Page 1 of 18Personal

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How to fill out life insurance fact find

01

Gather necessary information: Collect all the relevant details about the insured person's personal information, financial situation, existing insurance policies, and beneficiaries.

02

Start with personal details: Fill out the insured person's name, age, address, occupation, and contact information.

03

Fill out medical history: Provide accurate information about the insured person's health condition, any pre-existing medical conditions, medications, surgeries, and lifestyle habits.

04

Specify financial information: Include details about the insured person's income, expenses, assets, liabilities, and any other financial commitments.

05

Mention existing insurance policies: Provide information about any current life insurance policies or other types of insurance coverage that the insured person holds.

06

List beneficiaries: Clearly state the names and relationship of all beneficiaries who would receive the life insurance proceeds in the event of the insured person's death.

07

Sign and date: After thoroughly reviewing the filled-out fact find, sign and date the document to acknowledge its accuracy and completeness.

Who needs life insurance fact find?

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Life insurance fact find is essential for individuals who are looking to purchase life insurance policies or review their existing coverage.

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Financial advisors, insurance brokers, and insurance agents also require life insurance fact find to accurately assess the insurance needs of their clients.

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Furthermore, individuals with complex financial situations, dependents, or specific goals for their life insurance coverage would benefit from using a life insurance fact find.

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What is life insurance fact find?

A life insurance fact find is a comprehensive questionnaire used by insurance agents to gather information about a client's financial situation, needs, and goals in order to recommend appropriate life insurance products.

Who is required to file life insurance fact find?

Typically, licensed insurance agents or brokers are required to file a life insurance fact find as part of their duty to understand the client's needs and to comply with regulatory requirements.

How to fill out life insurance fact find?

To fill out a life insurance fact find, the agent should ask the client a series of questions regarding their personal details, financial situation, family information, health status, and insurance needs and record the responses accurately.

What is the purpose of life insurance fact find?

The purpose of a life insurance fact find is to collect relevant information that helps the insurance agent assess the client's needs and recommend the most suitable life insurance products.

What information must be reported on life insurance fact find?

Information that must be reported on a life insurance fact find includes personal identification details, income and expenses, assets and liabilities, family information, health history, and specific insurance needs.

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