1. SNAP – Retirement Planning Fact Finder
Client Detail – Personal Information
Client
First Name
Last Name
Date of Birth (mm/dd/year)
Gender n
Male
Female
Smoking Status
Annual Income $
Spouse
Income Needs at Death
Percentage of current income required while children are dependent %
Percentage of current income required for survivor thereafter
Client Detail – Presentation
Assumptions
Inflation Rate
Investment Interest Rate
Contact Information
Address
City
Province
Postal Code
Home Telephone
Work Telephone
Cellular Phone
Assumptions
Client
Spouse
Retirement Age
Current Tax Rate %
Desired After Tax Income
Registered Savings
Current Value $
Annual Contributions
Current Rate of Return
Non-Registered Savings
TFSA
Rick Hensel
Broker Logo ( within this space )
Co-Brand Logo ( within this space )
ATBIS
Telephone:
(780)
Fax:
(780)