Questionnaires & More

For your convenience, many materials created by Planned Estate Services, an office of MetLife are now available with just one click. 

QUESTIONNAIRES

• Confidential Business Questionnaire
• Fact Finder: Mapping Your Financial Future (Basic)
• Fact Finder: Mapping Your Financial Future (Comprehensive)

RETIREMENT

• Before Your Appointment: Documents Needed
• Importance of a Will
• QPRT- Qualified Personal Residence Trust
• Retirement Expenses Worksheet

BUSINESS PLANNING

• Before Your Appointment: Documents Needed
• Business Benefit Planning Pyramid
• Business Owners Introduction
• Confidential Business Questionnaire
• Executive Benefits at a Glance
• Pro-Active Planning Opportunities

FINANCIAL PLANNING

• Asset Control in Perspective
• Reduce Taxes Through Charitable Giving
• Self Security Planning Map
• Pyramid of Financial Independence

CLIENT SERVICE FORMS

• Change of Address: MetLife Life Insurance
• Change of Address: MetLife Securities Investment Account

ABOUT PLANNED ESTATE SERVICES

• Mission Statement

For a no-cost consultation with one of our associates, please call Heather at (805) 367-2041.

________________________________________

Representatives of the MetLife affiliated companies do not provide tax and legal advice. Please consult your tax advisor or attorney for such guidance.

Pursuant to IRS Circular 230, MetLife is providing you with the following notification:

The information contained in this webpage is not intended to (and cannot) be used by anyone to avoid IRS penalties. This webpage supports the promotion and marketing of life insurance and other products. You should seek advice based on your particular circumstances from an independent tax advisor.

*Some health insurance products are offered through unaffiliated insurers through the Enterprise General Agency, 300 Davidson Avenue, First Floor-East Wing; Somerset, NJ 08873-4175