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The Redbird Fact Finder (PDF)

March 20, 2014 By Redbird Agents

The Redbird Fact Finder (PDF)

It covers all the major subjects, from family planning to retirement planning to funeral planning. And, at the end there is a form you can have the client fill out while you’re there and use it as a key discussion tool.

Another great reason to use this: it provides you a record of your discussion just in case memories get fuzzy months or years down the road. You can never be too careful!

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