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Home
Why FIG
- Why FIG
How We Help
- How We Help
Events
Resources & Tools
Client Stories
Client Login

Home
Why FIG
- Why FIG
How We Help
- How We Help
Events
Resources & Tools
Client Stories
Client Login
Let's Talk

Resources & Tools

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Financial Circumstances

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For a checklist to be effective, it must be completed. Your responses, and any appropriate additional entries, will serve as a reminder for us to keep your program up to date by getting together for a discussion.

First Name *

Last Name *

Would you like to add to your family?

Yes No

Would you like to review how your life insurance will help meet any estate settlement costs you may have?

Yes No

Would you consider increasing your life insurance?

Yes No

Would you consider converting any term insurance?

Yes No

Would you consider critical illness or long term care insurance to help protect your savings/retirement plan?

Yes No

Would you consider increasing your disability insurance?

Yes No

Would you consider insurance on children or grandchildren?

Yes No

Have you started or changed your pension plan at work?

Yes No

Would you increase estimate of monthly income needed for retirement?

Yes No

Would you need to change beneficiaries?

Yes No

Would you need for other policy changes?

Yes No

Have you acquired any new group insurance?

Yes No

Have you acquired any new disability (loss of income) insurance?

Yes No

Have you acquired any additional personal assets?

Yes No

Have you acquired additional real estate?

Yes No

Have you received an inheritance (you or your spouse)?

Yes No

Have you entered into a new business venture?

Yes No

Have you changed your occupation?

Yes No

Have you changed attorneys, banks, accountants etc?

Yes No

Have you changed your mailing address?

Yes No

Have you changed your will or need to change your will?

Yes No

For questions marked “yes,” please make any necessary comments below:

Would you like to be contacted by telephone or email for an appointment? *

Would you like to be contacted by telephone or email for an appointment? grouping list with 2 items Email Phone

Email

Phone Number

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Naveen Test
Advisor, Sun Life
naveentest@gmail.com
Phone: 519-539-2076

1 York Street, 27th Floor

Toronto, ON M5J 0B6

416-866-3771 ext. 2256

financial.innovators@sunlife.com

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Advisors conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual funds through Sun Life Financial Investment Services (Canada) Inc.

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