The Millionaire Mindset

(sharon) #1
286

Today
is a
GreaT
d ay

Millionaire


Financial Planner/Name
Address
Office Number
Home Number
Cell Number

Other Family Advisors
Name
Address
Office Number

Home Number
Cell Number

life insurance data
Life Insurance Company
Agent
Address
Office Number
Home Number
Cell Number


  1. Whole life insurance #
    Location of policy
    Coverage amount

  2. Term life insurance
    Location of policy
    Amount of coverage $

  3. Employment group life
    insurance coverage $


automobile insurance data
Auto Insurance Company & Policy #
Agent
Address
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