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Guest
Guest
2) A Fact Finder is just a outlined sheet of paper to professionally jot down your notes & info on your prospective client. On the front of my fact finder I have a picture of a pie graph showing all areas that we will cover during my visit (Hospital expenses, Doctor charges, Inflation & outliving your savings, final expenses & LTC expenses).
Perhaps you could share a copy of your Fact Finder document with us? Or maybe point us to a site that has a copy of something generic?
Al