Need Good Fact Finder

Mar 25, 2008

  1. thomasde
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    thomasde Expert

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    I'm looking to purchase or "steal" a good Fact Finder. Will use it for the senior market. Needs personal info, Life, health, LTC, Investment etc sections.

    Any help is appreciated. Thanks,

    Tom
     
    thomasde, Mar 25, 2008
    #1
  2. bobson
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    bobson Guru

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    Let's put one together as a family. I'll do the first section.

    Name: Address: Telephone: Fax: E-mail: Spouse's name
     
    bobson, Mar 26, 2008
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  3. joshril
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    "You" are the best fact-finder!
     
    joshril, Mar 26, 2008
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  4. theinuranceguy
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    theinuranceguy Guru

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    Tom,

    Give me your email, and Ill send you a PDF of the fact finder we use with our company...


    Ramiz
     
  5. thomasde
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    thomasde, Mar 26, 2008
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  6. senior-advisor-indiana
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    senior-advisor-indiana Guru

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    I can send you one too if you are not happy with the one you get.
     
  7. thomasde
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    thomasde Expert

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    Have not yet received the other one but I would appreciate having a copy of yours.

    Thanks,

    Tom
     
    thomasde, Mar 27, 2008
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  8. rdavis85
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    rdavis85, Mar 31, 2008
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  9. thomasde
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    thomasde Expert

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  10. thomasde
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    thomasde Expert

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    RDAVIS:

    When I find one I'll send you a copy>

    Tom:)
     
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