QuadWealth: Wealth Management Consulting - Wealth Management Questionnaire

QuadWealth Wealth Management Questionairre

QuadWealth Blog with Jeremy Louder, Jeff Brown, Brad McJunkin and Clint Lowery

Wealth Management Questionnaire

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Please fill out as much information below as possible so we can accurately assess your individual needs and determine what strategies may be right for you. Once you submit the form, one of our Client Relations Managers will contact you to walk you through our process.

How did you hear about QuadWealth? WBAP News/Talk 820 AM KRLD 1080 AM KSKY 660 AM Podcast Direct Mail TIME Magazine US News & World Report Newsweek Sports Illustrated The Week Blog LinkedIn Twitter Google QuadWealth Employee Friend If you were referred by an employee or friend, please put their name:
Please check all that apply:
I am a financial advisor interested in being able to integrate QuadWealth strategies into the wealth management planning that I do for my clients.
I am looking to integrate a specific QuadWealth strategy into my existing wealth management plan, or I am looking to get a second opinion on my overall, current wealth management plan and how I can improve it. This includes my current tax plan, estate plan, and investments that I am currently using for growth and/or income.
In what area(s) are you most interested: (check all that apply)
Life Settlement Investments
Investment Notes
Real Estate Investments
Annuity Investments
Stock Market Investments
Tax Planning Strategies
Estate Planning Strategies
Asset Protection Strategies
PERSONAL INFORMATION
First Name:
Last Name:
Date of Birth:
Marital Status: Married Divorced Single
Address:
City:
State:
Zip:
Home Phone:
Work Phone:
Cell Phone:
Email:
Preferred method of contact: Email Cell Phone Home Phone Work Phone
The best time to contact me is: Morning Afternoon Evening
Employer:
Position/Title:
How Long:
Monthly Income:
401(k) Balance:
IRA Balance:
Stock Value:
Mutual Fund:
Annuity Balance:
Credit Rating: Excellent Fair Poor
Have you ever had a bankruptcy? Yes No
Have you ever had a foreclosure? Yes No
Do you currently have any life insurance? Yes No
If your policy has any cash value, what is the amount?
SPOUSE INFORMATION
Full Name:
Date of Birth:
Address:
City:
State:
Zip:
Home Phone:
Work Phone:
Cell Phone:
Email:
Employer:
Position/Title:
How Long:
Monthly Income:
401(k) Balance:
IRA Balance:
Stock Value:
Mutual Fund:
Annuity Balance:
Credit Rating: Excellent Fair Poor
Have you ever had a bankruptcy? Yes No
Have you ever had a foreclosure? Yes No
PRIMARY RESIDENCE INFORMATION
Property Type: Single Family Residence Duplex Condo Manufactured Home
Year Purchased:
Purchase Price:
Current Value:;
1st Mortgage Holder:
Balance:
Monthly Payment:
Do you Escrow?
Taxes/year:
Insurance/year:
Rate (%):
Term (years):
Loan Type: Fixed Rate ARM Balloon
2nd Mortgage Holder:
Balance:
Monthly Payment:
Do you Escrow?
Taxes/year:
Insurance/year:
Rate (%):
Term (years):
Loan Type: Fixed Rate ARM Balloon
Comments:
Please Verify the Text Below:
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Would you like to receive e-mail updates on our financial strategies and the QuadWealth R.A.T.E. System™? Yes No

PERSONAL INFORMATION

SPOUSE INFORMATION

PRIMARY RESIDENCE INFORMATION