Broker Check

What to bring to your Wizard appointment



Initial Consultation Checklist:

                                                                           

  • Most Recent Tax Return

 

  • All Investment Statements

 

  • All Insurance Policies and Statements

                    o  Medicare Supplements

                    o  Long-Term Care

                    o  Life Insurance

 

  • Copy of Trust (If Applicable)

 

  • Social Security benefit summary (account can be created at www.ssa.gov to access benefit summary)

 

  • Employee Benefit Statements (Pensions/defined benefit plans or defined contribution etc.)