IMPORTANT: To allow adequate time for case design, product research, carrier review, and recommendations, this completed packet and ALL required documentation must be submitted at least 4 BUSINESS DAYS BEFORE THE CLIENT APPOINTMENT.
Required Before Case Design
■ Complete Annuity Education and record the completion date.
■ Complete Risk Assessment.
■ Complete Confidential Needs Analysis (CNA) for EACH spouse.
■ Include current statements for every asset being considered.
■ Include existing annuity statements (if applicable).
■ Include life insurance policy information (if applicable).
■ Document any planned large purchases and liquidity needs.
■ Submit the complete packet and supporting documents at least 4 business days before the appointment.
