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...The life insurance design questionnaire how to match your with needs is an assessment tool that enables advisor assist you in selection and purchase of products while there are significant differences between companies tend fall into several broad categories before select a product or company however it important ask this right type policy designed meet my preferences intended help advisors answer these questions so page c l e r confidential evaluation recommendation insured information client name s date birth gender m f proposed owner state ownership do have existing yes no if please list following details issuing death benefit premium purpose amount coverage personal permanent business term other basic financial estimated annual net worth liquid cash tax bracket income equivalents over indicate level previous knowledge n none limited g good extensive stocks bonds mutual funds options variable annuities alternative investments new all apply me family estate their planning continuity ...