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fact finder (Stability which is why I chose bankers life. It has been…
fact finder
Stability which is why I chose bankers life. It has been around for...
bankers prestige page
there are four factors that can affect your assets: health expenses, retirement income, final expenses, and assisted care.
everyone's situation is different, so for us to see which area will affect you the most, i'll be asking you some questions
regarding health expenses, what kind of health insurance do you have now
medicare plus blue
congratulations on having those benefits.
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not medicare plus blue
do you have plans right now to pay for medical expenses not covered by your current insurance?
have something set aside
that is great that you have something set aside.
not set aside
we may have a product that would be suitable to address that issue, which I will return to
if there was one thing you could change about your current coverage, what would it be?
tell you something
1 more item...
say not anything
1 more item...
how has your health been in the last 3 years? have you been in the hospital?
2 more items...
Thank you for sharing your health insurance information with me.
I'm going to switch gears a little bit and talk to you about what life insurance you currently have in force.
do you own life insurance right now?
how many policies do you have in force?
who is that through?
what kind?
how much is it worth?
why do you have it?
do you have any other accounts set aside specifically to cover final expenses
how would the death of an income earner impact your family's ability to maintain their lifestyle?
do you have a will or trust?
no
have you ever looked into it?
no? why not?
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yes? what prevented you from moving forward with it?
do you have any concerns regarding the expense of extended care?
yes: tell me about your current plan