Introduction to Financial Services

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Life Insurance
Mortgage Protection
Key Man Insurance
Rollovers
Retirement Plans

A Simple Way to Introduce Your Tax Clients to Trusted Financial Guidance

Financial advisor and tax preparer discussing client planning over documents

Many clients ask tax questions that open the door to bigger conversations: retirement, children, debt, unexpected windfalls. Our role is to pick up that conversation in a thoughtful, coordinated way.

Life insurance reviews and coverage planning
Investment portfolios aligned with tax strategy
Retirement income and Social Security timing
College funding and major life goals
Protecting loved ones from financial surprises

Share a client introduction

Client Contact Info

Name *

Email Address *

Phone *

What service are you referring them for? (Check all that apply)

Life Insurance

Mortgage Insurance

Key Man Insurance

401(k) or IRA Rollover

Retirement Planning

Life Insurance

Does your client currently have life insurance coverage?

Yes

Do they have dependents or loved ones who rely on their income?

Yes

Mortgage Insurance

Does your client currently own a home?

Yes

Are they concerned about their family being able to stay in the home if they passed away?

Yes

Do they still owe more than 10 years on the mortgage?

Yes

Key Man Insurance

Is the client a business owner or key decision-maker?

Yes

Would losing them cause financial disruption in the business?

Yes

Are they looking to protect against loss of revenue or cover loan obligations tied to the business?

Revenue

Loans

Rollover

Does your client have an old employer retirement account?

Yes

Are they over age 59?

Yes