Personal Information
•Name
•Address
•Occupation
•Social Security #
•Phone number
•Marital Status
•Spouse Info
•Tax Rate
•Dependants
•Grandchildren
•Drivers License |
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Assets
•Cash- Savings/ Checking
•CD’s
•Securities- Stocks / Bonds/ Mutual Funds
•Notes & Contracts Receivable
•Annuities
•Private Placements
•Private Managed Accounts
•College Funds – 529 / Ed. IRA
•Life Insurance –Cash Surrender Value
•Long Term Care Insurance
•Home / Auto Insurance
•Personal Property Value- Auto, Jewelry,etc.
•Retirement Funds – IRAs, 401ks , •Pensions
•Real Estate – Market Value
•Other assets
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