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Forms

To serve you better, we’ve assembled key forms and assessments used throughout our planning process. Please complete the form that best matches your situation, and we will reach out to you personally.

LONG TERM CARE: What's your plan Workbook

Long Term Care: What’s Your Plan Workbook is a practical, guided resource designed to help you think through how an extended health care event could impact your life, family, and finances. This workbook walks you through key questions so you can clarify your wishes, explore funding options, and begin building a thoughtful long-term care plan before a crisis occurs.

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Annuity Refinance Worksheet

The Annuity Refinance Worksheet is designed to help analyze in-force annuities and help evaluate whether keeping the existing annuity, moving it to a new one or surrendering it is the best option.

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Fact Finder

This Fact Finding Form is the first step in designing a plan that fits your life. By sharing your financial picture, goals, and priorities, you give Joe what he needs to recommend solutions that genuinely support your future.

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Long Term Care Questionnaire

This Long-Term Care Questionnaire helps us understand your preferences, health considerations, and financial goals as they relate to future care needs. Your responses allow us to design long-term care strategies tailored specifically to you.

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Great2Greatest Interest form

Ready to move from great to greatest? Complete this form and tell us about your goals. A member of our team will reach out to discuss how Joe’s coaching or training programs can support your next step forward.

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Solutions Interest Form

If you're interested in learning more about one of our solutions, complete this form and we will get back to you shortly.

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Insurance Agent Disclosure for Annuities

To complete the Insurance Agent Disclosure for Annuities, we use this form to understand your goals, financial situation, and comfort level with risk. Your input helps us determine whether an annuity is appropriate for you.

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Income, Asset and Expense Inventory

This form provides an organized way to outline your income sources, assets, and monthly or annual expenses. By reviewing this information, we can better evaluate your financial picture and recommend solutions that fit your situation.

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