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Client Fact Find

Make Notes Prepare SoA Generate Written SoA Print Summary

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❌ Disclosure Not Yet Sent

Admin support:

Alerts

Financial Snapshot

Assets$0

Liabilities$0

Net Worth$0

Client Net Income$0

Partner Net Income$0

Combined Net Income$0

Annual Expenses$0

Net Cash Flow$0

Existing / Needs / Gaps

Client

Type	Existing	Need	Gap
Life	–	–	–
IP	–	–	–
Trauma	–	–	–
TPD	–	–	–
Medical	–	–	–

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Partner

Type	Existing	Need	Gap
Life	–	–	–
IP	–	–	–
Trauma	–	–	–
TPD	–	–	–
Medical	–	–	–

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Dependents

Dependent	Existing	Need	Gap

Recommendations

3% of Net Income (m): –

5% of Net Income (m): –

Client

Type	Cover	Provider	Quote
Life	–	–	–
IP	–	–	–
Trauma	–	–	–
TPD	–	–	–
Medical	–	–	–
Total			–

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Partner

Type	Cover	Provider	Quote
Life	–	–	–
IP	–	–	–
Trauma	–	–	–
TPD	–	–	–
Medical	–	–	–
Total			–

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Dependents

Dependent	Cover	Provider	Quote

Total for both clients: –

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