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Investment Planning Statement Questionnaire The goal setting process in developing a path towards achieving life goals and balancing risk. Raymond James & Associates, Inc. Member New York Stock.

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Financial planning fact finder. Our financial planning process involves discussing your goals, gathering pertinent data, designing solutions, and delivering a cohesive plan that you can implement to help you reach your goals. The process begins with understanding what you want to achieve.

The product recommendations to a prospective policy owner should be recorded in the record of advice section of the 'Customer Fact-Find' (CFF) form. The CFF contains the types of products identified as suitable and why they are likely to satisfy the prospective policy owners' financial needs and objectives.

A comprehensive fact-finding process provides an abundance of information that financial advisors can use to identify and assess the client's individual needs.

Fact-finding is a process that enables the insurance adviser to: Identify a client's financial planning needs; Quantify them; and Prioritise them based on the resources available for investment.

Annuity Fact Finder: This form is designed to assist the agent and potential contract owner in gathering information to determine whether the purchase of an annuity is suitable.

An intermediary should obtain sufficient information about his or her prospective policy owner before giving advice or concluding an insurance contract. This process is commonly referred to as a fact-find.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232