Fairmont Trust - Product Intelligence

Pre-Call 1

Lead info + Call 1 script

Pre-Call 2

Discovery + Full recommendation

Call 1 Prep

Fill in what you have from the lead. Enough to generate your Call 1 script.

Auto-Fill from Lead

Client Info

First Name *

Last Name

Spouse First Name

Phone

Age (approx)

State

Date of Call 1

What You Know from the Lead

Retirement Income Score (0-100)

Monthly Income Gap (from calculator)

Savings Range

Primary Concern (from lead form)

Pre-Call Notes

Anything else you know going in

Call 2 Prep

Fill in what you learned on Call 1. Unlocks the full recommendation and Call 2 script.

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

Health Status

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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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