Estate Plan Review

Asset Inventory — Before Maneuvers

Total Secure

$0

Total At Risk

$0

Total Assets

$0

Max At Risk

—

Enter age

Secure

No risk of loss

Checking / Money Market

None

Savings / Savings Bonds

None

Certificates of Deposit

None

Fixed Annuity / FIA

None

Life Insurance

None

At Risk

Subject to market loss

Brokerage Account / Mutual Funds

None

IRA

None

Stocks

None

Bonds

None

Variable Annuity

None

Variable Life Insurance

None

Meeting Notes

These carry into the Maneuver Builder and onto the client report. One homework item per line.