Applicant Personal Information 

Proposed Applicant's Name

Applicant's Sex

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Applicant's Birth Date 

Phone Number 

Applicant's Birthplace 

Applicant's Current Address  

Your Email Address  

Applicant's Employer Information  

Employer Name  

Type "unemployed" if the applicant is not employed

Applicant's Job Description  

Applicant's Position  

Type "unemployed" if the applicant is not employed

Approximate Annual Income   

Do you have or plan to have an investment fund or savings plan for your child's college education? 

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How do you intend to pay your child's college education? 

How much can you pledge per month to pay towards your child's college preparation & *EFC? 

*EFC- Expected Family Contribution

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Are you ok with obtaining a loan for your child if it will assist them in funding their college education? 

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How much are you willing to co-sign for your child in college loans? 

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What age do you think you will retire? (you and/ or your spouse) 

Are you currently or planning on using a portion of your retirement funds to support your child's college funding? 

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After you retire, how much income do you think you will need to live on? 

Do you plan to leave a Legacy? 

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If we could help you accomplish all of your child's college preparation goals, would that change your conversation about college, retirement or security? 

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Would you be willing to work with us to put a plan in place to accomplish all of these goals? 

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What is the primary reason you would like to use our planning services?  

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It is never to early to start saving and preparing for your child's future. Are you ready to get started TODAY?      

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