CLIENT PLANNING QUESTIONNAIRE

Find your next step.

Tell us what you are looking for and how soon you would like to act. An agent will review your answers and contact you using your preferred method.

01 / YOUR INTERESTS

What are you seeking?

Select all that apply *Life Insurance401(k), 403(b), TSP, IRA, or Other Retirement Account RolloverIndexed Universal Life (IUL)Other

What state do you currently reside in? *

02 / YOUR NEXT STEP

Where are you in the process?

What prompted you to explore your options now? * Which best describes what you want next? * If an appropriate option fits your needs and budget, when would you consider moving forward? * What would you most need before feeling comfortable making a decision? * Who would you like involved in the planning conversation? Are you ready for a brief introductory conversation? * Is there an event or deadline affecting your timing? (optional)

Your answers help an agent prepare for your conversation. This questionnaire does not determine insurance eligibility, approval, or product suitability. You can request help at any stage.

03 / HOW TO REACH YOU

Let us know how to connect.

Your name *Email address * How should an agent contact you? *Phone number *Best time to reach you (optional)

Your selections and answers will be sent to SolidPath Strategies for an agent to respond. This does not subscribe you to additional marketing. Do not include Social Security numbers, account numbers, medical information, or financial documents.

Questions? info@solidpathstrategies.com