Fairmont Trust & Annuity
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1
Pre-Call 1
Lead info + Call 1 script
2
Pre-Call 2
Discovery + Full recommendation
Call 1 Prep
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Client Info
First Name *
Last Name
Spouse First Name
Phone
Email
Age (approx)
State
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FL
GA
NC
AL
SC
TX
CA
NY
Other
Date of Call 1
What You Know from the Lead
Retirement Income Score (0-100)
Monthly Income Gap (from calculator)
Savings Range
Select
Under $150K
$150K-$250K
$250K-$500K
$500K-$1M
$1M+
Primary Concern (from lead form)
Pre-Call Notes
Anything else you know going in
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Call 1 Script Reference
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Call 2 Prep
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Financials
Exact Liquid Assets
Premium Moving
Where the Money Lives
Source of Funds *
Where It Currently Sits
Goals & Risk
Primary Goal *
Risk Tolerance *
Timeline & Health
Time Horizon
Select
3-5 years
7-10 years
10-15 years
15+ years
Health Status
Select
Excellent
Good
Fair
Poor
Annuity Experience
Decision Dynamics
Marital Status
Who's Involved
What You Learned on Call 1
Fill in from your Call 1 notes.
Monthly Income
Employment
Social Security
Pension
Spouse Employment
Spouse Social Security
Spouse Pension
Monthly Income Need
Confirmed Income Gap
Existing Coverage
Life Insurance
Existing Annuity
Long-Term Care
Medicare / Supplement
Decision Dynamics
Financial Advisor
Retirement Timeline
Health Notes
Biggest Fear (their words)
Additional Context
Other Financial Notes
Notes from Call 1
Carrier Illustration
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Extracted - review and edit if needed
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Carrier
Product Name
Premium Amount
Income Rider Rate
Deferral Period
Monthly Income
Cap Rate
Surrender Period
Illustration Notes
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Suitability Confirmation
⚠ Confirm suitability before submitting an application.
Age and timeline confirmed - surrender period appropriate
Sufficient liquid assets outside this premium for emergencies
Risk tolerance appropriate - client understands this is a conservative protected vehicle
Income need confirmed - income rider aligns with monthly income goal
Existing coverage reviewed - no duplicate placement
Source of funds confirmed - qualified/non-qualified handled correctly
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Call 1 Ready
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📞 Call 1 Done
📞 Call 2 Done
📋 Application Submitted
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Client Memo
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Call Notes
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