Client Survey
We hope you will find the Lebel & Harriman client survey page a valuableand convenient resource to keep us updated on important changes in yourlife and business. Thank you for visiting us online.
General Information
Name:
Company Name:
Phone Number:
Email Address:
Personal Information
New Home Address & Phone Number:
Purchased a new home
Opened a new business
Marital status change
New or expected child
Began a new job
Current or Future Discussion Points
Review my current status
Estate planning
Sufficient life insurance
Converting term insurance
Disability insurance
Saving enough for education
Are my company benefits enough?
Saving enough for retirement
Please provide details on discussion points here
Business Information
New Business Address & Phone Number:
Review my present status
Group health insurance
Group disability insurance
Group life insurance
Company 401K / Retirement plan
Benefits for key employees
Saving above current retirement plan
Business succession planning
Hired new employees
Added a new business partner
Opened a new subsidiary
Opened a new division
Please provide details on discussion points here:
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