Strategic Wealth Builder - Wealth Transfer Analysis

Wealth Transfer Analysis

Please complete with as much detail as possible so we can make the most of our time together when we speak.

First Name

Last Name

Email *

Phone *

Age

Married

Debts

Please list all debts other than mortgages, such as Car Loans, Credit Cards and Student Loans one per line as follows:

TYPE, BALANCE, MIN PAYMENT, ACTUAL PAYMENT

List of Debts

Primary Mortgage or Rental

Mortgage 1 or Rent Payment

Mortgage 1 Type

Mortgage 1 Balance

Mortgage 1 Interest Rate

Mortgage 1 Years Remaining

If you have a second line of credit on your primary property or a second property.

Mortgage 2 Type

Mortgage 2 Payment

Mortgage 2 Balance

Mortgage 2 Interest Rate

Mortgage 2 Years Remaining

Additional Comments

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Strategic Wealth Builder

11075 S. State Street, #8B

Sandy, UT 84070

The information presented here is for educational purposes only and is not a solicitation for the purchase of any insurance or financial product.

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