FREEDOM FINANCIAL SERVICES

Mortgages, Insurance, & Investments

(902) 681-1100 Toll Free: 866-496-1100 info@freedomatlantic.com

Analysis Type:
Name:
Address:
Town/City:
Province:
Phone #:
Best Time To Call:
Do you have RRSP's?: Yes No
If yes, are you satisfied with the investment advice you are receiving?: Yes No
Where do you do your investing?
Are you open to a better way to invest?: Yes No
Are you covered by group life insurance where you work or elsewhere?: Yes No
Do you have independent health insurance?: Yes No
Do you have private life insurance? (other than group): Yes No
What is your approximate coverage?
Would you change if it benefited you?: Yes No
Would you like your current coverage reviewed?: Yes No
Are you presently looking for life insurance?: Yes No
Do you currently have a mortgage?: Yes No
Do you have a number of high interest debts? (ie. Visa, line of credit, loans): Yes No
Are you interested in consolidating your debt within your mortgage to save money each month?: Yes No
Do you wish to have a free, no obligation mortgage/insurance/investment analysis done?: Yes No
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