Quick Fact Finder

If your last paycheck was your last paycheck, where would your family or loved ones be financially?
Do you have 401K plans with your current or previous employer?
Have you taken advantage of your Roth IRA opportunities?
Are your life insurance beneficiaries currently reflecting how you feel about those relationships?
Which companies do you currently hold your life insurance plans with?
Do we have a copy of these on file?
Tell us about your bank accounts: CDs and/or savings accounts. Who might those be with?

IFR