The Seven Questions
1. Do we have all of your personal insurance?
2. Do we have all of your business or commercial insurance?
3. Do we currently have life insurance on you, your business partner, key employee, your spouse, your children or grandchildren?
4. Do you utilize CD investments?
5. Have you recently changed jobs?
6. Is there anyone you can refer us to?
7. Correct contact information; e-mail, home, work and cell phone numbers!
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