It's Time To Get Serious!

Financial Planning Fact Finder

  • Fill out the form below so that we may get an accurate overview of your situation.
  • All information is confidential and intended solely for the use of financial planning.
  • Please include the latest amounts and provide the latest account statements.
  • Provide as much information as you can but leave any columns you do not have the information for blank.
  • Time to complete 45min or less.
Client / Co-Client Info.
Social Security Income.

Liabilities Mortgage.
Liabilities Mortgage Con't.
Liabilities Credit Cards.
Liabilities Student Loans.
Liabilities "Other Loans".
Fixed Expenses
Discretionary Expenses. Enter Yearly Amounts.
Cash Accounts
Investments (e.g. 401(k), IRA, After-Tax)
Co Client Investments
Group/Individual Life Insurance
Other household members insured.
Other household members insured.
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NPN Look-up

The NAIC provides expertise, data, and analysis for insurance commissioners to effectively regulate the insurance industry and protect consumers.

  • Step 1: Agent Verifier

    All agents have passed state requirements and are legally licensed and insured for the sale of insurance products.

  • Step :2 View NPN Number

    Select your current state of residence to view the agents National Producer Number. Copy info.

  • Step 3: Select State to validate Agent

    You will need to enter Name and National Producer Number” NPN” of the GET LYFE  Agent. on state regulated verifier.