Business Blueprint From

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General Information

Client Name(s) *


Email *

Business Blueprint

To help us clearly understand your current situation, please complete the Business Blueprint. Rate your reactions to each pair of phrases by deciding where you lie on a scale of 1-10. Your responses will be submitted to an advisor. All questions are required. Please click submit once completed.

1 = Not Confident

10 = Confident

We have a structured agreement or funding in place in the event of death of an owner(s) *

We have an exit or transition plan in place for the owner(s) upon retirement *

We do receive superior service and advice from our employee benefits consultant *

We know that our employee benefits plan is priced competitively with the market *

The business would not suffer greatly in the event of death or disability to a key person or owner *

We do have a group retirement plan in place for our employees *

We do not offer any assistance to our employees with regards to retirement planning or counseling *

The owner(s) and senior management do have a sound wealth management strategy corporately assisted *

Advisor Name*

I have read and agree to the terms in the privacy policy.