Agent Discovery Form | Advance Planning Division

Agent Information

Agent First Name Please enter your first name.

Agent Last Name Please enter your last name.

Agent Email Please enter a valid email address.

Agent's Phone Number Please enter a phone number.

Your State of Residence Please enter your state.

Your EMD's First Name Please enter your EMD's first name.

Your EMD's Last Name (optional)

Client Profile

Client Name Please enter the client's name.

Who is the client?

IndividualTrusteeBusiness OwnerOther

Please select one.

Client's State of Residence Please enter the client's state.

Annual Income Range (optional)

Approximate Client Net Worth (optional)

Under $1m$1m-$5m$5m-$10m$10M +

Case Type / Area of Need

Check all that apply

Business Succession or Exit PlanningEstate Planning & Wealth TransferTax Reduction / Tax Deferral StrategiesRetirement Income OptimizationPremium Financing / Large Life Insurance CasesExecutive Benefits or Key Person PlanningPrime Corporate Services (Entity Creation, Fundability, Tax Services)Preventative Care Benefits Program (FICA Tax Reduction)

Please select at least one area of need.

Case Readiness & Engagement

What stage is the client at right now?

Just exploring optionsActively reviewing strategiesReady to implement a solution soon

Please select one.

Is there a CPA, attorney, or other advisor involved?

YesNoUnsure

Please select one.

Client's Timeframe for Making Decisions (optional)

Expectations

Have you already discussed advanced planning concepts with the client?

YesNo

Please select one.

Have you already done life insurance or annuity business with this client through GFI? If so, please explain. Please provide an answer.

What outcome is the client hoping to achieve? Please describe the desired outcome.

What is your relationship with the client? Please describe your relationship with the client.

Additional Pertinent Information (optional)

Calendar Availability

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Book a Time

Submitted directly to the Advance Planning Division. You'll receive a confirmation by email with your case summary and the scheduling link.

Submitted

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