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Downloadable Fact Finding Forms

You may complete the Fact Finding form by downloading the form in Adobe Acrobat format (PDF) and completing it offline.

(If you are asked for an authentication password, press CANCEL).

And be sure to get the client's signature!
Available Now! Audio Training Series

Purchase Pension Concepts' audio training CD set online now! Learn the power phrases and techniques to ensure the pension maximization sale. Set also includes the Power Point Presentation used by Jim Smith in seminars to insurance agents across the country.
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