Financial Inventory
Enter N/A for all items that are not applicable
Email address *
Date *
MM
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DD
/
YYYY
If you're completing this form for your annual review please visit http://efficientestatesannuityandinsurance.com/client-corner-p7 and complete your customer profiles with all insurance companies where you have policies/contracts before moving forward. Check the box below once completed. *
Required
Your Client ID *
Your answer
Date of Birth *
MM
/
DD
/
YYYY
1a. Your Annual Income *
Your answer
1b. Income Source(s) *
Your answer
2a. Spouse's Annual Income *
N/A if not applicable
Your answer
2b. Spouse's Income Source(s) *
N/A if not applicable
Your answer
1c. 2018 Income Tax Rate *
Qualified Retirement Account #1 *
Include type, balance and beneficiary
Your answer
Qualified Retirement Account #2 *
Include type, balance and beneficiary
Your answer
Qualified Retirement Account #3 *
Include type, balance and beneficiary
Your answer
Qualified Retirement Account #4 *
Include type, balance and beneficiary
Your answer
Non-Qualified Brokerage Accounts #1 *
Include broker, phone, type (joint, margin, UGMA, etc.), value, beneficiary
Your answer
Non-Qualified Brokerage Accounts #2 *
Include broker, phone, type (joint, margin, UGMA, etc.), value, beneficiary
Your answer
Non-Qualified Brokerage Accounts #3 *
Include broker, phone, type (joint, margin, UGMA, etc.), value, beneficiary
Your answer
Checking Account #1 *
Include balance & beneficiary
Your answer
Checking Account #2 *
Include balance & beneficiary
Your answer
Checking Account #3 *
Include balance & beneficiary
Your answer
Savings Account #1 *
Include balance & beneficiary
Your answer
Savings Account #2 *
Include balance & beneficiary
Your answer
Savings Account #3 *
Include balance & beneficiary
Your answer
Certificate of Deposit #1 *
Include balance & beneficiary
Your answer
Certificate of Deposit #2 *
Include balance & beneficiary
Your answer
Certificate of Deposit #3 *
Include balance & beneficiary
Your answer
Money Market #1 *
Include balance & beneficiary
Your answer
Money Market #2 *
Include balance & beneficiary
Your answer
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