To Whom It May Concern:

Like most people, I’m sure you’re concerned with the well being of your family, during or even after your lifetime. Providing for your family will require very careful planning. So with your permission I have to ask you some questions as we review together your plans for your family. The accuracy of my analysis will depend on the information you give me. Rest assured that all information-personal & financial will be treated with utmost confidentiality. Below, is a form for filling-out. Copy and paste it to your e-mail and send it to me for us to prepare a solution Free of charge.

THE CAPITAL NEED ANALYSIS PRESENTATION FORM

I. PERSONAL FAMILY INFORMATION

Name (head of the family):

Birthdate:

Res. Tel.:

Address:

Occupation:

Bus. Tel.:

Business Connection:

Spouse:

Name:

Birthdate:

Present Life Insurance:

Children:

1. Name:

Birthdate:

Present Life Insurance:

2. Name:

Birthdate:

Present Life Insurance:

3. Name:

Birthdate:

Present Life Insurance:

More….

II. TWO MAIN FINANCIAL OBJECTIVES FOR YOU AS HEAD OF THE FAMILY

                        (in the event of your early demise)

1. To pay off all liabilities or debts.

2. To ensure a level of income, which will allow your family to live a standard to which they are

    accustomed.

LIABILITIES OR DEBTS

IMMEDIATE CASH

Last Expenses; Funeral Costs; Unpaid income tax; Bills and installment payments; Taxes arising on death; Medical bills; How much do you think would be needed in total to meet these expenses? P____________

EMERGENCY FUND - To help meet the unexpected. P___________

MORTGAGE FUND – Money to guarantee your family a home of their own. P____________

EDUCATIONAL FUND – To guarantee a HIGHER EDUCATION for your children. P___________

OTHER LIABILITIES – P_____________

INCOME FOR FAMILY

With all your liabilities looked after, how much income would your family need each month to maintain the standard of living you would want them to have? P_____________/month

III. WHAT HAVE YOU ALREADY DONE OR HAS DONE TO MEET YOUR OBJECTIVES?

Group Insurance P_____________

Personal Life Insurance P______________

Personal Plans, stocks, bonds, mutual fund P______________

Checking or savings accounts P______________

Time deposits P_______________

Other income earning assets P______________

Other potential income earning assets P___________

Note: IF THERE IS A SHORTAGE - AND YOU WANT TO SOLVE THIS SHORTAGE – HOW MUCH CAN YOU SAVE EACH YEAR FOR THE BEST SOLUTION? P_________/year

For your Free Solution, you may contact yours truly:

boi Gomez

(082) 305-9066

+639192423304

by_gmz@yahoo.com

YM: necoul223