Banker4Life.net - Home Loan Refinance and Mortgage Services from Directors Mortgage Inc. - Home Loan, Refinance, and Mortgage Services from Directors Mortgage, Inc.

Professional Advisor Survey

Please provide the following information. Your answers will help us gather any additional loan related information without delays or inconvenience to you. It will also help us identify and address any existing gaps in your planning process.

Please select the loan officer to whom you want to send this form.

Contact Information
Name	Contact Phone
Email
Who is the Human Resources manager where you work?
Borrower
Name	Phone
Fax	Email
Co-Borrower
Name	Phone
Fax	Email
Who is the insurance professional you have used in the past?
Name	Phone
Fax	Email
Is this person someone you would recommend to others?
Have you worked with a financial professional on your current investments and/or retirement planning?
If so, who helped you?
Name	Phone
Fax	Email
Is this person someone you would recommend to others?
Do you have a will or living trust in place?
When was it last reviewed?		years
If so, who set this up for you?
Name	Phone
Fax	Email
Is this person someone you would recommend to others?
Do you have a professional prepare your taxes?
If so, who helps you with this?
Name	Phone
Fax	Email
Is this person someone you would recommend to others?
Recently, have you retained the services of a legal professional for bankruptcy, divorce, real estate or other reason?
If so please provide:
Name	Phone
Fax	Email
Reason for retention?
Is this person someone you would recommend to others?
What real estate professional have you used in the past?
Name	Phone
Fax	Email
Is this person someone you would recommend to others?
Are you interested in purchasing real estate for investment purposes?
The greatest risk to our financial future that most of us have not addressed is the likelihood that we, our spouses and/or our parents will need long term care at home or in a facility.
We recommend that you consult with a specialist to learn more about this risk.
May we recommend someone to you?