Understanding each Client's Goals and Needs

The due diligence process begins after a discussion of the prospective client's needs and goals for a whole life insurance policy. 

The roadmap for due diligence is the questionnaire below. A thoughtful and thorough questionnaire will provide foundation upon which the Sullivan Life Insurance Agency can make recommendations to a prospective customer.

You are not alone in completing this questionnaire! Patrick can help prospective clients complete the due diligence process by consulting with each prospective client's trusted advisors, with prior written permission, to ensure the quality and accuracy of the questionnaire.