Home
About Us
Our Firm
The Team
Contact Us
Annuity/Life Arbitrage
Seminars
Seminar Schedule
Seminar Descriptions
Annuity Max Seminar
Resources
Animations
Videos
Seminar Clips
Articles
Annuity/Life Calculator
Newsletters
Fact Finder
Get A Quote
Life Insurance
Long Term Care
Nicki's Gift Foundation
About
Events
In Memorium
Client/Agent Login
Fact Finder - Page 1 of 10
Your Information
Name:
Date of Birth
/
/
Occupation
Retired
Working
Smoking
Non-smoker
Smoker
Marital Status
Married
Single
Widowed
Divorced
Home Street Address
City, State, Zip:
,
AK
AL
AR
AS
AZ
CA
CO
CT
DC
DE
FL
FM
GA
GU
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MH
MI
MN
MO
MP
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
PW
RI
SC
SD
TN
TX
UT
VA
VI
VT
WA
WI
WV
WY
Home Phone
(
)
-
Work Phone
(
)
-
Cell Phone
(
)
-
E-Mail Address:
Your Health
Are you currently being treated by a physician?
Yes
No
Treatments:
Are you currently taking any medications?
Yes
No
Medications:
Physician's Name:
Physician's Phone Number:
(
)
-
Spouse's Information
Name:
Date of Birth:
/
/
Occupation
Retired
Working
Smoking:
Non-smoker
Smoker
Cell Phone
(
)
-
E-Mail Address:
Spouse's Health
Is your spouse currently being treated by a physician?
Yes
No
Treatments:
Is your spouse currently taking any medications?
Yes
No
Medications:
Spouse's Physician's Name:
Spouse's Physician's Phone Number:
(
)
-
Children
Name
Age
Resident
State
Financial Position
Special Needs
AK
AL
AR
AS
AZ
CA
CO
CT
DC
DE
FL
FM
GA
GU
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MH
MI
MN
MO
MP
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
PW
RI
SC
SD
TN
TX
UT
VA
VI
VT
WA
WI
WV
WY
AK
AL
AR
AS
AZ
CA
CO
CT
DC
DE
FL
FM
GA
GU
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MH
MI
MN
MO
MP
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
PW
RI
SC
SD
TN
TX
UT
VA
VI
VT
WA
WI
WV
WY
AK
AL
AR
AS
AZ
CA
CO
CT
DC
DE
FL
FM
GA
GU
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MH
MI
MN
MO
MP
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
PW
RI
SC
SD
TN
TX
UT
VA
VI
VT
WA
WI
WV
WY
AK
AL
AR
AS
AZ
CA
CO
CT
DC
DE
FL
FM
GA
GU
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MH
MI
MN
MO
MP
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
PW
RI
SC
SD
TN
TX
UT
VA
VI
VT
WA
WI
WV
WY
AK
AL
AR
AS
AZ
CA
CO
CT
DC
DE
FL
FM
GA
GU
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MH
MI
MN
MO
MP
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
PW
RI
SC
SD
TN
TX
UT
VA
VI
VT
WA
WI
WV
WY
AK
AL
AR
AS
AZ
CA
CO
CT
DC
DE
FL
FM
GA
GU
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MH
MI
MN
MO
MP
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
PW
RI
SC
SD
TN
TX
UT
VA
VI
VT
WA
WI
WV
WY
Do you have grandchildren?
Yes
No
How Many?
Ages:
Income
Husband
Wife
Social Security
$
$
Pension
$
$
Total Annual Unearned Income
$
$
Total Earned Income
$
$
Income Required Monthly
$
$
7941 Ravenna Rd., Hudson, OH 44236, (330) 656-0007.
Copyright (C) 2009 Nye Financial Group, Inc., All rights reserved.
For questions or concerns about our web site, please contact
webmaster@nyegroup.com
.