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カテゴリー全て - insurance - hobbies - financial - retirement

によって priscilla bock 12年前.

303

New Map

John Reids, aiming to retire in five years, currently works as a correctional officer. His retirement planning includes a 401(k) plan provided by his employer and various insurance policies, such as group term life and homeowner insurance.

Self-Respect

Laura Rodriguezにより

Quidditch game

Bonneville Florentineにより

needs of the elderly

bernard gohにより

Example of an empathy map - Allison

Mindomo Teamにより

Client Profile for John Reids September 3, 2012

Hobbies, activities

Hunting Fishing Camping Union Organization

Five Year Plan

Be retired; living comfortably

Own a house down South

Advisors

No Financial Advisor No Lawyer. "Lack of trust"

Lifetime goals

Pay for children's college/weddings

To retire in 5 years

Travel more

Financial issue "My paycheck. I haven't received a raise in three years."

Value of Money

"Security"

Insurance Types

-Group Term Life Insurance -HMO Medical -Homeowner -State Farm Auto

Income & Assets

-S&P500 Stock -Government bonds -Small CAP "I keep them for long term in market ups and downs"

Saves through employer 401(k) plan

Works as CO at FCI Mckean

Retirement

401(k) Plan through Employer

Estate Planning

-Will -Power of Attorney -Health Care Proxy -No Trust

Who's Important to you?

-Family -Children -Church

History

College Morrisville CO in Long Island Move to Wellsville, NY

New Map

John Reids, aiming to retire in five years, currently works as a correctional officer. His retirement planning includes a 401(k) plan provided by his employer and various insurance policies, such as group term life and homeowner insurance.

Self-Respect

Quidditch game

needs of the elderly

Example of an empathy map - Allison

Client Profile for John Reids September 3, 2012

Hobbies, activities

Hunting Fishing Camping Union Organization

Five Year Plan

Be retired; living comfortably

Own a house down South

Advisors

No Financial Advisor No Lawyer. "Lack of trust"

Lifetime goals

Pay for children's college/weddings

To retire in 5 years

Travel more

Financial issue "My paycheck. I haven't received a raise in three years."

Value of Money

"Security"

Insurance Types

-Group Term Life Insurance -HMO Medical -Homeowner -State Farm Auto

Income & Assets

-S&P500 Stock -Government bonds -Small CAP "I keep them for long term in market ups and downs"

Saves through employer 401(k) plan

Works as CO at FCI Mckean

Retirement

401(k) Plan through Employer

Estate Planning

-Will -Power of Attorney -Health Care Proxy -No Trust

Who's Important to you?

-Family -Children -Church

History

College Morrisville CO in Long Island Move to Wellsville, NY

Mindomo

詳細情報

よく寄せられる質問

New Map

John Reids, aiming to retire in five years, currently works as a correctional officer. His retirement planning includes a 401(k) plan provided by his employer and various insurance policies, such as group term life and homeowner insurance.

Self-Respect

Quidditch game

needs of the elderly

Example of an empathy map - Allison

Client Profile for John Reids September 3, 2012

Hobbies, activities

Hunting Fishing Camping Union Organization

Five Year Plan

Be retired; living comfortably

Own a house down South

Advisors

No Financial Advisor No Lawyer. "Lack of trust"

Lifetime goals

Pay for children's college/weddings

To retire in 5 years

Travel more

Financial issue "My paycheck. I haven't received a raise in three years."

Value of Money

"Security"

Insurance Types

-Group Term Life Insurance -HMO Medical -Homeowner -State Farm Auto

Income & Assets

-S&P500 Stock -Government bonds -Small CAP "I keep them for long term in market ups and downs"

Saves through employer 401(k) plan

Works as CO at FCI Mckean

Retirement

401(k) Plan through Employer

Estate Planning

-Will -Power of Attorney -Health Care Proxy -No Trust

Who's Important to you?

-Family -Children -Church

History

College Morrisville CO in Long Island Move to Wellsville, NY

Mindomoについて話す

Mindomo

詳細情報

よく寄せられる質問