30-Day Field Training Cycle List
|
|
- Alison Robinson
- 5 years ago
- Views:
Transcription
1 30-Day Field Training Cycle List FIELD TRAINER: DATE COMPLETED: 1. Recruit Name: Start Date: Personal Financial Plan (CCQ Fact Finder) Prospect List Licensing Paperwork Test Date(s) Completed Training Sales Fast Track Goal: 3 Sales (Minimum 9,000 TP) & 3 Recruits in 30 days = Field Associate Level (45%) 1. Name: Target Points 2. Name: Target Points 3. Name: Target Points Direct Recruits 1. Name: Phone: 2. Name: Phone: 3. Name: Phone: Fast Track Goal: 5 Sales (Minimum 15,000 TP) & 5 Recruits in 30 days = Senior Associate Level (55%) Completed Training Sales 1. Name: Target Points: 2. Name: Target Points: 3. Name: Target Points: 4. Name: Target Points: 5. Name: Target Points: Direct Recruits 1. Name: Phone: 2. Name: Phone: 3. Name: Phone: 4. Name: Phone: 5. Name: Phone:
2 Business Plan Worksheet Why I Joined PFA Yes No 1. I like the PFA products. 2. I need the PFA products. 3. I need part time income. 4. I need a new career. 5. I want to build my own business. 6. I want to sell the products only. 7. I feel I have leadership talents. 8. I enjoy working with other people. 9. I want a career that challenges me. 10. I want to make a difference in peoples lives. My Personal Goals and Commitment to PFA How much monthly income do you desire from PFA? $ How many nights per week will you work? How many recruits do you desire monthly? Your 30 Day Field Building Cycle will Track Your Success.
3 Confidental Client Questionnaire Name: Date of Birth: SSN: Spouse Name: Date of Birth: SSN: Address: City: State: Zip: Home Phone: Work Phone Cell Phone: Day Phone Evening STEP ONE - MORTGAGE & CONSUMER DEBT DEBTS BALANCE INTEREST RATE START DATE LOAN TYPE/TERM 1st Mortgage $ 2nd Mortgage $ HELOC $ CONSUMER DEBTS BALANCE INTEREST RATE PAYOFF STRATEGY Credit Card 1 $ Credit Card 2 $ Credit Card 3 $ Credit Card 4 Other STEP TWO - LIFE, DISABILITY, SUPPLEMENTAL & LTC INSURANCE POLICY NO. COMPANY INSURED TYPE FACE AMOUNT PREMIUM CASH VALUE $ $ $ STEP THREE - RETIREMENT / SAVINGS PLAN HUSBAND EMPLOYER SPONSORED PLANS CURRENT VALUE 401(k) $ 403b $ Pension $ CURRENT EMPLOYER PLAN PAST EMPLOYER PLAN GROWTH PAST 12 MONTHS INDIVIDUAL RETIREMENT PLANS Traditional IRA ROTH IRA OTHER TOTALS CURRENT VALUE GROWTH PAST 12 MONTHS WIFE EMPLOYER CURRENT VALUE SPONSORED PLANS 401(k) $ 403b $ Pension $ INDIVIDUAL CURRENT VALUE RETIREMENT PLANS Traditional IRA ROTH IRA OTHER TOTALS CURRENT EMPLOYER PLAN PAST EMPLOYER PLAN GROWTH PAST 12 MONTHS GROWTH PAST 12 MONTHS
4 Eight Fast Track Filter Check List Name Phone Number Inviters Name FILTER 1 FILTER 2 FILTER 3 FILTER 4 FILTER 5 FILTER 6 FILTER 7 FILTER 8 Stay After FOS/MoZone Get the Start-Up Kit Commit to Fast Track Interview Complete Interview/ Sign-Up Develop Porspect List Set Goals/ Business Plan Match- Up Field Building Personal Data
5 Field Builder Match-Up Report Field Builder QFD Week of: Name FIELD BUILDER PERSONAL ACTIVITY TRAINEE NAME TOTALS NEXT WEEKS ACTIVITY GOALS DROP BYS CONTACTS PRESENTATIONS RECRUITS APPLICATIONS REFERRALS OTHER WEEK MTD WEEK MTD WEEK MTD WEEK MTD WEEK MTD WEEK MTD WEEK MTD Field Builder updates and turns into QFD weekly. The Field Builder is responsible for driving activity. 1 = Eight Speed Filter Check List. 2 = Field Builder Match-Up Report. 3 = 30 Day Field Training Cycle List.
6 FOS Attendance Log Location: Date: Name Phone Number Who Invited you? First Meeting Yes / No Upline Follow-Up Interview (QFD will set the date)
7 FOS Meeting Survey Date: Name: Home Number: Cell/Work Number: Address: Address: City: State: Zip: Who Invited You? I am interested in: A. The Business I want to discuss the Premier Financial Alliance business opportunity. I am ready to get started now. I am ready to set up a one-on-one to discuss the business. I am available between am/pm to am/pm B. The Concept and Products I am interested in having one of your representative call me to set up a one-on-one to discuss a no obligation, free analysis on: My current life insurance policy and whether or not it has the most up to date living benefits. Learning more about retirement products that are tax-free and provide lifetime income. Retirement vehicles that do not risk my principal but allow me to gain. Educational funding for my children. Life insurance you do not have to die to use. Best time to call is between am/pm to am/pm Referrals Are Appreciated If you know of a friend that would benefit from receiving this financial information, please write down his/her name and phone number and we will be delighted to invite them to a FREE financial seminar just like this one. We consider it a privilege to be able to offer families financial education to help them to reach their financial goals. Unfortunately, our marketing systems do not reach everyone; your recommendation could assure a secure retirement for a deserving individual. Thank you for thinking of someone else in this special way. Please PRINT. 1. Name Phone ( ) 2. Name Phone ( ) 3. Name Phone ( ) 4. Name Phone ( ) 5. Name Phone ( ) Comments:
8 Memory Jogger 1. Jaycees 2. Play Bridge 3. Play Bingo 4. Table Tennis 5. Pool 6. Trivia Pursuit 7. Monopoly 8. Rides With 9. Jogs 10. Runs Track 11. Basketball 12. Plays With Kids 13. Climbs Mountains 14. Hang Glides 15. Karate 16. Your Principal 17. Your Teacher 18. Your Coach 19. Kid s Principal 20. Kid s Teacher 21. Kid s Coach 22. Music Teacher 23. Piano Teacher 24. Hates to Lose 25. Loves to Compete 26. Lamaze Class 27. Kiwanis 28. Lions Club 29. Rotary 30. Good Cook 31. Friend s Parents 32. Lawyer 33. Highway Depart. 34. Professor 35. Sunday School Teacher 36. Child s Sunday School Teacher 37. Chamber of Commerce 38. Hotel Business 39. Printer 40. Surveyor 41. Radio Announcer 42. Sportscaster 43. Writer 44. Journalist 45. Editor 46. Publisher 47. Tanning Salon 48. Arcade 49. Baker 50. Librarian 51. Accountant 52. Machine Shop 53. Paints Billboards 54. Pilot 55. Stewardess 56. Steward 57. Air Traffic Control 58. Ambulance Driver 59. Travel Agent 60. Antique Dealer 61. Armored Car 62. Telephone Operator 63. Piano Tuner 64. Service Station 65. Sign Painter 66. Who You Camp With 67. Locksmith 68. Upholsterer 69. Veterinarian 70. Notary Public 71. Orthodontist 72. Dance Teacher 73. Loves Seafood 74. Wears Contacts 75. Computer Repairs 76. Computer Sales 77. Cabinet Maker 78. Bookkeeper 79. Architect 80. Best Fund Raiser 81. Tree Surgeon 82. Railroad Conductor 83. Game Warden 84. Cab Driver 85. Bus Driver 86. Cat Lover 87. Dog Lover 88. Animal Trainer 89. Doll Maker 90. Direct Sales 91. Social Worker 92. Makes Good Fudge 93. Health Food Shop 94. Seamstress 95. Bookworm 96. Likes to Sing 97. Likes to Eat 98. Lawn Maint. 99. Cellular Phone 100. Rotisserie League 101. Satellite TV 102. Internet 103. Computer Whiz List 105. Voic List 106. On-Line Service 107. Laptop Comp Software 109. Computer Games 110. Desktop Publishers 111. Travel Agent 112. Trainer 113. Works Out With 114. Gym Members 115. Club Members 116. Car Sales 117. Body Repair 118. Gas Station 119. Teacher 120. Substitute Teacher 121. Banker 122. Teller 123. Policeman 124. Highway Patrol 125. Home Builder 126. Painter 127. Parking Attendant 128. Insulator 129. Landscaper 130. Wallpaper Hanger 131. Carpet Layer 132. Hospital Worker 133. Department Store 134. Grocery Store 135. Convenience Store 136. Waitress 137. Waiter 138. Chef 139. Cashier 140. Dishwasher 141. Auto Supply 142. Electrician 143. Hardware Store 144. Truck Driver 145. Pharmacist 146. Funeral Director 147. Flower Shop 148. Health Spa 149. Restaurant Business 150. Dry Cleaner 151. Electronics Store 152. TV Repair 153. Furniture Repair 154. Movie Rental 155. Appliance Person 156. Cable TV 157. Eye Center 158. Tire Store 159. Realtor 160. Office Supplies 161. Copier Salesman 162. Vacuum Cleaner 163. Phone Installer 164. Pest Control 165. Cosmetic Sales 166. Carpet Cleaners 167. Golf Pro 168. Appliance Repairperson 169. Bowl With 170. Hunt With 171. Golf With 172. Fish With 173. Tennis With 174. Ski With 175. Throw Darts With 176. Softball With 177. Baseball With 235. Boss 178. Football With 179. Soccer With 180. Racquetball With 181. Handball With 182. Swim With 183. Fire Chief 184. Fireman 185. Vol. Firefighter 186. Scout Master 187. Den Leader 188. Barber 189. Beautician 190. Auctioneer 191. Sells Siding 192. Family Pictures 193. Photographer 194. Guidance Counselor 195. Youth Director 196. Sister-in-law 197. Brother-in-law 198. Father-in-law 199. Mother-on-law 200. Brother 201. Sister 202. Father 203. Mother 204. Cousin 205. Aunt 206. Uncle 207. Grandfather 208. Grandmother 209. Niece 210. Nephew 211. Best Friend 212. Spouse s Best Friend 213. Farmer 214. Army 215. Navy 216. Air Force 217. Marines 218. Baby-Sitter 219. Sister s In-Laws 220. Neighbor on Right 221. Neighbor on Left 222. Across Street 223. Behind 224. Down Street 225. Parent s Right 226. Parent s Left 227. Best Man 228. Maid of Honor 229. Matron of Honor 230. Bridesmaids 231. Ushers 232. Fellow Church Members 233. Plumber 234. Work With 236. Partner 237. Elevator Person 238. Landlord 239. Security Guard 240. Vending Sales 241. Secretary 242. Typing Pool 243. Caterer 244. Customer 245. Parking Attendant 246. Coffee Shop 247. Car Pool 248. Personal Manager 249. Sales People 250. Boss s Lunch 251. Lunch With 252. Competition 253. Repair Person 254. Copier Person 255. Union 256. Complainer 257. Inspector 258. Credit Union 259. Pension Plan 260. Fired-Up Male 261. Fired-Up Female 262. Delivery Person 263. Express Mail 264. U.P.S Mailman 266. Lost Job 267. Almost Lost Job 268. Will be Laid off Next 269. Has Been Laid Off 270. Job Hunting Male 271. Job Hunting Female 272. Hates Job 273. Missed Last Promotion 274. Walking Encyclopedia 275. Most Likable 276. Needs Part-Time Job 277. Engineer 278. New Employee 279. Operator 280. Payroll 281. Contractor 282. Movers/Shakers 283. Guard 284. Preacher 285. Nurse 286. Dentist 287. Doctor 288. Surgeon 289. Chiropractor 290. Therapist 291. Carpenter 292. Auto Mechanic
9 Possibility Projections for Invitees Financial Opportunity Seminar Leader/Associate: Location: Date: Name Invitee s Name Phone Number New or Active Upline Committed to Attend
10 Qualified Referral Sheet Name Age Address City State Zip Homeowner Phone Number Married Spouse No. of Children Appointment Date Time Notes Name Age Address City State Zip Homeowner Phone Number Married Spouse No. of Children Appointment Date Time Notes Name Age Address City State Zip Homeowner Phone Number Married Spouse No. of Children Appointment Date Time Notes Name Age Address City State Zip Homeowner Phone Number Married Spouse No. of Children Appointment Date Time Notes
11 Dear, Every now and then an idea comes along that can really help us. But, in our daily rush to get things done we sometimes ignore it. As Americans, we are concerned about our family s financial future, and we are looking for ideas that make sense and will allow us to make more money. Recently, I met someone with answers,, with PFA. He/She showed me a powerful, new business concept that has become important to me financially, especially in these uncertain times. It s a commonsense plan that most people don t even know exist. I have asked that they call you. Naturally, you will have to make up your own mind, but I am confident that a meeting will be more than worth the time you spend. Sincerely, P.S. I know you re busy, but I promise you ll want to learn more about this. Revolutionary Opportunities for Financial Freedom Premier Financial Allinace, Inc. is an independend marketing organization and is not affiliated with any product that may be represented by its agents.
12 Top 25 Target Market List Associate Upline Date Name Spoucses Name F/A 1 Home Phone Work Phone Profile (2) Contact Date Results FOS CCO Client V/N (1) F = Friend A = Acquaintance (2) 1 = 30+ Years 5 = Solid business / Career Bkground 2 = Married 6 = $40k + Household Income 3 = Dependent Children 7 = Dissatisfied with Current Career 4 = Homeowner
13 Weekly Base Shop Submission Tracker NAME MONTHLY PRODUCTION COMMITMENTS Month of: WEEKLY PRODUCTION COMMITMENTS MONTHLY RECRUIT COMMITMENTS WEEKLY RECRUIT COMMITMENTS WEEK 1 WEEK 2 WEEK 3 WEEK 4 WEEK 5 WEEK MTD WEEK MTD WEEK MTD WEEK MTD WEEK MTD Monthly Commitment = total amount of target premium to be done by all recruits in your Base Shop. Weekly Run Rate = monthly commitment divided by number of weeks in month. All recruits must hit their Weekly Run Rate by Sunday night each week. Meeting each Weekly Run Rate insures reaching your monthly commitment. Each Base Shop Leader must hold each recruit accountable to their weekly run rate.
Handout 9 Taxpayer profiles
Handout 9 Taxpayer profiles Print one copy only, single sided. Taxpayer profile 1 Corporate lawyer of $90,000. Taxpayer profile 2 Plumber was $60,000. Your total were $12,000. Therefore, your was $48,000.
More informationBudget Blast BUDGETING INSTRUCTIONS. HOUSING: Rent/Mortgage
Accountant ($54,600) Actor ($43,411) Administrative Assistant ($27,400) Advertising Manager ($78,654) Aerospace Engineer ($72,590) Air Traffic Controller ($107,780) Aircraft Pilot ($148,810) Architect
More information1. Referrals 2. Earn your business as clients 3. We are expanding & need help
3 Reasons Why We Are Here Tonight: 1. Referrals 2. Earn your business as clients 3. We are expanding & need help Do you have someone right now who handles your current financial needs other than yourselves?
More informationTRUST RESPECT CUSTOMIZED
Survey for Trainee Phone numbers(s) Date: / /20 TRUST RESPECT CUSTOMIZED 3 Reasons Why We Are Here: 1. Referral Base 2. Earn your business as clients 3. Expanding & Need Help Current Careers? What Do You
More informationCDF Parent and Child USA - Data Collected May 8th through May 21st, 2018
CHILDREN'S QUESTION: Where do you feel safe? Please select all that apply to you. - $70,000 - In my home/apartment 92% 94% 92% 87% 94% 91% 92% 92% 94% 94% 95% 82% 100% 95% 92% 90% 92% In my neighborhood
More informationAnimal Production, Dairy, Beef, Sheep, Chickens, Etc $ Forestry Management and Sales Standing Timber Only $350.
111998 Crop Production, Agriculture, Farming, Nursery, Fruit Growers, Etc $100.00 112990 Animal Production, Dairy, Beef, Sheep, Chickens, Etc $100.00 113110 Forestry Management and Sales Standing Timber
More informationTax Deductions and Forms Checklist This Checklist Covers Most Jobs
Tax Deductions and Forms Checklist This Checklist Covers Most Jobs Revised April 30, 2017 This is a list of items that you need when you come to see us for your tax return. We have additional forms on
More informationFirefighters and Paramedics Checklist
Tax Deductions and Forms Checklist Firefighters and Paramedics Checklist Revised April 30, 2017 This is a list of items that you need when you come to see us for your tax return. We have additional forms
More informationFinancial Needs Analysis Questionnaire (the involvement of ALL decision makers are required for an accurate assessment) Date: Time:
Primary: D.O.B. Spouse / Partner: D.O.B. Address Primary s Cell phone: Home Phone: Spouse / Partner Cell phone: Primary s e-mail Spouse / Partner s e-mail Height Weight Any form of tobacco use? Height
More informationFinancial Needs Analysis Proper Protection, Debt Freedom, Financial Independence
Financial Needs Analysis Proper Protection, Debt Freedom, Financial Independence Survey Trust Respect Customized First Names Last Name Phone # & ( ) Address Email Current career(s)? What do you like about
More informationFinancial Needs Analysis Proper Protection, Debt Freedom, Financial Independence
Financial Needs Analysis Proper Protection, Debt Freedom, Financial Independence Client Survey Trust Respect Customized First Names Last Name Phone # & ( ) Address Email Our goal is to work with you through
More informationLaw Enforcement Checklist
Tax Deductions and Forms Checklist Law Enforcement Checklist Revised April 30, 2017 This is a list of items that you need when you come to see us for your tax return. We have additional forms on our downloads
More informationIN THE CIRCUIT COURT OF THE CITY OF ST. LOUIS STATE OF MISSOURI
IN THE CIRCUIT COURT OF THE CITY OF ST. LOUIS STATE OF MISSOURI, ) ) Plaintiff, ) ) Cause No. vs. ) ) Division No., ) ) Defendant. ) DEFENDANT S APPROVED COMES NOW defendant pursuant to Local Court Rule
More informationDavid E. Bolger, Attorney at Law
WORKSHEET GUIDELINES David E. Bolger, Attorney at Law 506 Wilkesboro Blvd. Ste 230 Lenoir, NC 28645 Phone: 828-757-2800 Fax: 828-757-0502 Visit our website at www.davebolgerlaw.com Please print clearly
More informationYour financial plan workbook
Your financial plan workbook Purpose of this workbook This workbook is designed to help you collect and organize the information needed to develop your Financial Plan, and will include your goals and
More informationGaining and Maintaining Financial Stability Financial Documents and Workbook
Gaining and Maintaining Financial Stability Financial Documents and Workbook Actual Monthly Spending 1. Income Income #1 Income #2 2. Giving 10% Church 3. Saving 10% Emergency Retirement College 4. Taxes
More informationAppendix. Today is a great day. Millionaire. Reproduceable Worksheet. Mindset. to download visit
Appendix To Reproduceable Worksheet to download visit www.gerryrobert.com 1 Reaction Worksheet On this page, write out what you think the reaction would be of each of the people named below if you showed
More informationHow to Prepare Your Taxes
How to Prepare Your Taxes Along with these notes, you will also need to print a copy of the File Folder Quick Reference page, as well as the Tax Organization Labels. It would be helpful to use a 31 pocket
More informationWhat My Family Should Know. A Guide for Getting Your Affairs in Order
What My Family Should Know A Guide for Getting Your Affairs in Order NAME: DATE COMPLETED: 2013 Prevail Services Group, LLC 1 Foreword We cannot stress too often the importance of getting your personal
More informationWhat we Need to Prepare your Taxes
What we Need to Prepare your Taxes Be sure to review the drop-off packet for additional requirements Income including, but not limited to: Wage statements reported on Form W-2s Pension or retirement income
More informationThe Haves and Have Nots: the Uninsured in CT. Ellen Andrews CT Health Policy Project for Waterbury Hospital Care Managers 10/22/07
The Haves and Have Nots: the Uninsured in CT Ellen Andrews CT Health Policy Project for Waterbury Hospital Care Managers 10/22/07 Insurance Coverage in CT (US Census, 2006 data) Employer 2,367,000 Individual
More informationBENEVOLENCE APPLICATION. Complete these forms and bring them with you to your appointment.
BENEVOLENCE APPLICATION The following application form must be completed before we can schedule an appointment or provide any assistance through Living Hope Baptist Church. Please call the office at (270)
More informationYour Retirement Lifestyle WORKBOOK
Your Retirement Lifestyle WORKBOOK Purpose of This Workbook and Helpful Checklist This workbook is designed to help you collect and organize the information needed to develop your Retirement Plan which
More informationBUSINESS LICENCE BYLAW A bylaw respecting the Licensing of Businesses
BUSINESS LICENCE BYLAW 3964-2007 A bylaw respecting the Licensing of Businesses THIS DOCUMENT HAS BEEN REPRODUCED FOR CONVENIENCE ONLY and is a consolidation of "Mission " with the following amending bylaws:
More informationMonthly Expenses Worksheet
Monthly Expenses Worksheet Education Rent or mortgage $ Tuition $ Heating (gas or oil) $ Books, papers and supplies $ Electricity $ Newspapers and magazines $ Water or sewage $ Lessons (sports, dance,
More informationPERSONAL FINANCIAL SURVEY
PERSONAL FINANCIAL SURVEY 2004 2004 JUMP$TART QUESTIONNAIRE (Mean score=52.3%. Scores are in bold type. *Indicates correct answer) 1. If each of the following persons had the same amount of take home pay,
More informationALL INFORMATION MUST BE FILLED OUT IF NOT APPLICABLE, PLEASE NOTE N/A DO NOT LEAVE ANY INFORMATION BLANK. First Name Full Middle Name Last Name Suffix
ALL INFORMATION MUST BE FILLED OUT IF NOT APPLICABLE, PLEASE NOTE N/A DO NOT LEAVE ANY INFORMATION BLANK First Name Full Middle Name Last Name Suffix Spouse First Name Full Middle Name Last Name Maiden
More informationPage 1 of 20. Please return completed packet to Houston Habitat for 3750 N McCarty St., Houston, TX 77029
Page 1 of 20 Page 2 of 20 Houston Habitat for Humanity Family Selection Criteria YOU MUST BE A US CITIZEN OR HAVE A PERMANENT RESIDENT STATUS YOU MUST BE ON YOUR JOB FOR AT LEAST ONE YEAR YOU MUST HAVE
More informationWhat we Need to Prepare your Taxes
What we Need to Prepare your Taxes Be sure to review the drop-off packet for additional requirements Income including, but not limited to: Wage statements reported on Form W-2s Pension or retirement income
More informationIN THE COMMON PLEAS COURT OF SUMMIT COUNTY, OHIO DIVISION OF DOMESTIC RELATIONS
IN THE COMMON PLEAS COURT OF SUMMIT COUNTY, OHIO DIVISION OF DOMESTIC RELATIONS Plaintiff Address CASE NO. SETS NO. Marital Residence Attorney Yes No Phone: JUDGE MAGISTRATE Atty Address Atty Phone vs.
More informationVILLAGE OF CACHE CREEK BY-LAW NO. 495 SCHEDULE "A" BUSINESS CATEGORIES AND FEES PAYABLE FOR THE LICENSING PERIOD
VILLAGE OF CACHE CREEK BY-LAW NO. 495 SCHEDULE "A" BUSINESS CATEGORIES AND FEES PAYABLE FOR THE LICENSING PERIOD 1. ACCOMMODATIONS a) Apartments - The fee payable from every person carrying on the principal
More informationYour Retirement Lifestyle Workbook
Your Retirement Lifestyle Workbook Purpose of This Workbook and Helpful Checklist This lifestyle workbook is designed to help you collect and organize the information needed to develop your Retirement
More informationPERSONAL INFORMATION (Returning clients please list any changes from last year)
PERSONAL INFORMATION (Returning clients please list any changes from last year) Taxpayer (TP) Name SSN Birth Date Phone No. Occupation Spouse (SP) Name SSN Birth Date Phone No. Occupation Street City State
More informationDOMESTIC RELATIONS FINANCIAL AFFIDAVIT
IN THE SUPERIOR COURT OF CLAYTON COUNTY STATE OF GEORGIA vs. Plaintiff,,, Defendant. Civil Action Case Number DOMESTIC RELATIONS FINANCIAL AFFIDAVIT (1) Your Name: Your Age: Spouse s Name: Spouse s Age:
More informationList the names of any relatives that have or have had a similar problem. CMS requires providers to report both race and ethnicity
APPLICATION FOR TREATMENT Date Name: Age: Date of Birth: Address: City State ZIP Phone: Home Work Cell Email: Preferred method for appointment reminders: [] Email []Phone [] Mail Marital Status: [] Married
More informationNEW CLIENT DATA SHEET
WILLIAM D. WEBER BOARD CERTIFIED, CONSUMER BANKRUPTCY LAW, TEXAS BOARD OF LEGAL SPECIALIZATION WEBER LAW FIRM, P.C. 6666 HARWIN DRIVE, SUITE 220 HOUSTON, TEXAS 77036-2251 (713) 789-3300! TELEPHONE (713)
More informationWhat My Family Should Know
What My Family Should Know A GUIDE FOR GETTING YOUR AFFAIRS IN ORDER Date Completed: 1 Foreword We cannot stress too often the importance of getting your personal affairs in order. This process is important
More informationFinancial Data Entry Sheet for Net Worth Statement
Financial Data Entry Sheet for Net Worth Statement Your name: Spouse s name: I. FAMILY DATA Your birth date: Spouse s birth date: Spouse s place of birth: Spouse s Social Security number: Date married:
More informationThe employment contract
The employment contract What must be included in the contract? In general, foreign workers in Denmark are covered by the same rules and agreements that apply to Danish employees. The contract may also
More informationBudget Project. What to make sure to include in your project
Budget Project What to make sure to include in your project Number Drawn Job Title Annual Income Spouses Name 1 Accountant $54,000.00 2 Soap Opera Actor $51,000.00 3 Secretary $39,000.00 4 Flight Attendant
More informationDRESSLER & DRESSLER Attorneys at Law 110 Dixie Lane Cocoa Beach, FL (321)
DRESSLER & DRESSLER Attorneys at Law 110 Dixie Lane Cocoa Beach, FL 3231 (321) 783-2714 INSTRUCTIONS FOR FLORIDA FAMILY LAW FINANCIAL AFFIDAVIT FAMILY LAW RULES OF PROCEDURE FORM 12.02(c) (LONG FORM -
More information7/12/ July 12, We have many tools at our disposal:
July 12, 2011 We have many tools at our disposal: FREE Credit Analysis We can help you obtain your credit report online in our office, and one of our counselors can review it with you. This is helpful
More informationBusiness. Occupation. Tax $ Page 1
Business s Tax Classifications & Fees 119-5. - Classifications subject to tax; amount of tax. [Amended 10-2-1996 by Ord. No. 96-17; 3-19-2002 by Ord. No. 2002-08; 6-17-2003 by Ord. No. 2003-22] A. Unless
More informationLoans. Materials. What do you Want to Buy? Overhead 3-A. Beginner & Low-Intermediate
Loans Beginner & Low-Intermediate Materials Pre-reading What do you Want to Buy? Overhead 3-A Put a check ( ) next to the pictures of the things you might want to have or do. VALRC Money Talks Beginner/Low-Intermediate
More informationCOUNTY SUPERIOR COURT STATE OF GEORGIA DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
COUNTY SUPERIOR COURT STATE OF GEORGIA vs. Plaintiff, Defendant.,, Civil Action Case Number DOMESTIC RELATIONS FINANCIAL AFFIDAVIT (1) Your Name: Your Age: Spouse s Name: Spouse s Age: Date of Marriage:
More information2002 JUMP$TART QUESTIONNAIRE. (Mean score = Scores are in bold type. *Indicates correct answer Percentages in red are the totals for Wisconsin)
2002 JUMP$TART QUESTIONNAIRE (Mean score = 50.2. Scores are in bold type. *Indicates correct answer Percentages in red are the totals for Wisconsin) 1. Heather has a good job on the production line of
More informationCITY OF SOUTH DAYTONA - BUSINESS TAX RECEIPTS CODES AND FEES
APPENDIX A CITY OF SOUTH DAYTONA - BUSINESS TAX RECEIPTS CODES AND FEES CODE # CATEGORY FEE NOTES 01 Advertising 0101 Advertising agency $210.00 0102 Directory service $105.00 0103 Promotions/telemarketing
More informationLEVY, LEVY AND NELSON
LEVY, LEVY AND NELSON A PROFESSIONAL ACCOUNTANCY CORPORATION 23801 CALABASAS ROAD, SUITE 2012 CALABASAS, CA 91302 PHONE:(818)346-8034 FAX:(818)346-6409 EMAIL:APPOINTMENTS@LEVYNELSON.COM TAX RETURN YEAR
More informationHOLLAND BANKRUPTCY CENTER 36 West 8 th Street, Suite 200 Holland, MI Ph: (616) Fx: (866)
Part A. Name and Address Name: HOLLAND BANKRUPTCY CENTER 36 West 8 th Street, Suite 200 Holland, MI 49423 Ph: (616) 796-0710 Fx: (866) 812-1368 Email: amy@hollandbankruptcy.com BANKRUPTCY CLIENT QUESTIONNAIRE
More informationSchedule B - Automobile Dealers, Farm Implement & Equipment Dealers, Mobile Homes
SECTION 23. LICENSE SCHEDULES Schedule A - Alcoholic Beverages Classification Lounge Retail Liquor License - Class I 312121 $ 75.00 (All three codes are 312131 $ 75.00 the business license code) Lounge
More informationLIFE EVENT SERVICES LIFE PLANNER. Information for your loved ones. Courtesy of:
LIFE EVENT SERVICES LIFE PLANNER Information for your loved ones Courtesy of: Investment and Insurance Products: Not Insured by FDIC or any Federal Government Agency May Lose Value Not a Deposit of or
More informationCHECK HERE IF THE PART 1 INFORMATION IS THE SAME AS LAST YEAR, THEN SKIP TO PART 2. # of months
CLIENT INFORMATION WORKSHEET PART 1: PERSONAL INFORMATION CHECK HERE IF THE PART 1 INFORMATION IS THE SAME AS LAST YEAR, THEN SKIP TO PART 2 NAME: SOCIAL SECURITY # DATE OF BIRTH: SPOUSE NAME: SOCIAL SECURITY
More informationCURRENT INCOME: PART 1
CURRENT INCOME: PART 1 This section deals with your household income. If you are married, information MUST be provided for both spouses, even if only one person is filing. Please provide the husband s
More informationINSTRUCTIONS FOR FLORIDA FAMILY LAW RULE OF PROCEDURE FORM (c), FAMILY LAW FINANCIAL AFFIDAVIT (LONG FORM)(09/12) Instructions
INSTRUCTIONS FOR FLORIDA FAMILY LAW RULE OF PROCEDURE FORM 12.902(c), FAMILY LAW FINANCIAL AFFIDAVIT (LONG FORM)(09/12) Instructions YOU DO NOT NEED TO FILL OUT THIS FORM IF YOU WORK WITH DIVORCE AND MEDIATION
More informationVOLUNTEER TRAINING INFORMATION
VOLUNTEER TRAINING INFORMATION VOLUNTEER TRAINING Volunteers generally feel more comfortable in staffing a table if they have been provided with advance information about the concept and have time to read
More informationFinancial Planning An Overview What is financial planning? Financial planning from church The church s goals in planning?
Financial Planning An Overview Thank you for contacting Vineyard Columbus Fin. Min. about your personal finances. What is financial planning? Financial planning is a term that comes from the professional
More informationTAX COLLECTION TAX COLLECTOR SALARY $ 28, BOND PREMIUM TAX COLLECTOR EXPENSE 6, TAX COLLECTION TOTAL $34,800.00
11/7/2017 BOROUGH OF COPLAY $2,340,299.00 GENERAL FUND 4.130 mills LIBRARY 0.380 mills EMERGENCY SERVICES 0.380 mills TOTAL REAL ESTATE TAX 4.890 mills ADMINISTRATION MAYOR $ 1,800.00 COUNCIL 10,800.00
More informationPlace Fate Cards Face Down Here
PAY BILLS You pay the banker the mortgage, utilities, and food written on your career card when you pass or land on this space. Banker gives you $200 to add to your savings account. GIVE Give one other
More informationLSU Post-Hurricane Katrina Community Survey Frederick Weil, Department of Sociology, LSU -
Are you now living in Greater New Orleans? Yes 81% 78% 85% 90% 79% 82% 95% 7% 45% No 19% 22% 15% 10% 21% 18% 5% 93% 55% What kind of housing are you now living in? Your own house or condo, which you own
More information100 S. Waverly Rd. Suite 105 Holland, MI Ph: (616) Fx: (616) BANKRUPTCY CLIENT QUESTIONNAIRE
100 S. Waverly Rd. Suite 105 Holland, MI 49423 Ph: (616) 594-0183 Fx: (616) 582-6108 Email: anne@vanderbroeklaw.com BANKRUPTCY CLIENT QUESTIONNAIRE Section 1 Basic Information Part A. Name and Address
More informationFINANCIAL INFORMATION CHECK LIST o Real estate information: Address, purchase price and date purchased (Final HUD settlement form) Copies of Final HUD
Client Data Organizer Celia Griffin, CPA, CDFA Celia Griffin, CPA, PLLC 19125 North Creek Parkway, Suite 120, Bothell, WA 98011 Phone (425) 954-8500 Fax (425) 954-8500 Email: celia@celiagriffincpa.com
More informationFast Track Couples Active, young, upper middle-class suburban couples and families living upwardly-mobile lifestyles. Who We Are 97.
F22 F F22 F23 Fast Track Couples Andrew & Ashley 2.47% 1.89% Who We Are Channel Preference Head of household age Type of property 31 35 Single family 11 212 81 46.5% 505 97.6% 123 Estimated household income
More informationHART CASE STUDY Spring 2018
HART CASE STUDY Spring 2018 Martin and Jade Hart have been married for 18 years. They are currently living in Draper Utah. Martin was a counselor but recently became a mathematics professor at the local
More informationCHILD CARE QUESTIONNAIRE Service Code Business Owner s Name: Name of Business: Address of Business:
SK Accounting 2650 Larkspur Ln Ste G Redding, CA 96002 (530)222-8851 Office (530)222-8868 Fax Shannon@skaccounting.net CHILD CARE QUESTIONNAIRE Service Code 624410 Business Owner s Name: Name of Business:
More informationHouston Habitat for Humanity Family Selection Criteria
Houston Habitat for Humanity Family Selection Criteria YOU MUST BE A US CITIZEN OR HAVE A PERMANENT RESIDENT STATUS YOU MUST BE ON YOUR JOB FOR AT LEAST ONE YEAR YOU MUST HAVE A NEED FOR ADEQUATE HOUSING
More informationGRAYSON COUNTY BOARD OF EDUCATION SALARY SCHEDULE
GRAYSON COUNTY BOARD OF EDUCATION 2017-2018 SALARY SCHEDULE CERTIFIED PERSONNEL APPROVED 5/11/2017 Yrs Exp Rank III Rank III Rank II Rank II Rank I Rank I Doctorate +15 hrs +15 hrs +15 hrs 0 36734 36900
More informationIN THE SUPERIOR COURT OF STATE OF GEORGIA., Plaintiff, v., CIVIL ACTION Defendant. FILE NO. DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
IN THE SUPERIOR COURT OF STATE OF GEORGIA COUNTY, Plaintiff, v., CIVIL ACTION Defendant. FILE NO. DOMESTIC RELATIONS FINANCIAL AFFIDAVIT 1. AFFIANT S NAME: Ag e Spouse s Name: Ag e Date of Marriage: Date
More informationDISCLOSURE STATEMENT (Pursuant to Rule )
IN THE CIRCUIT COURT OF COOK COUNTY, ILLINOIS COUNTY DEPARTMENT - DOMESTIC RELATIONS DIVISION IN RE The Marriage Custody Parentage Support of: [ ] Petitioner / [ ] Counter-Respondent, -vs- [ ] Respondent
More informationResident Relative, Vicarious Liability, etc. Affidavit to Adverse Driver
JZ helps an injury law firm 1450 Madruga Ave. Suite 200 Coral Gables, Florida 33146 Tel: 305 661 9977 Fax: 786 472 4179 jz@jzhelps.com Resident Relative, Vicarious Liability, etc. Affidavit to Adverse
More informationAdopted by City Council on February 21, 2017 by Resolution Effective February 22, 2017 BUSINESS TAX RECEIPT (BTR)
FY 2017 Budget Schedule of Fees Adopted by City Council on February 21, 2017 by Resolution 17-05 Effective February 22, 2017 BUSINESS TAX RECEIPT (BTR) Business Tax Receipts (BTR) Fees levied by the City
More informationEXERCISES RANDOM VARIABLES ON THE COMPUTER
Exercises 383 RANDOM VARIABLES ON THE COMPUTER Statistics packages deal with data, not with random variables. Nevertheless, the calculations needed to find means and standard deviations of random variables
More informationSUZEORMAN.COM. Exercise: My Monthly Expenses. Instructions:
Exercise: My Monthly Expenses Instructions: 1. Go through your records and receipts for the last complete calendar year. This includes all checks, all credit-card charges, and all ATM withdrawals and cash
More informationGo to whelanclassroom.weebly.com and click on the Economics tab Next, download the Boot Camp Spreadsheet
Go to whelanclassroom.weebly.com and click on the Economics tab Next, download the Boot Camp Spreadsheet you will use this to conquer your own personal budget based on your intended career and life choices
More informationForeclosure Prevention/Loan Modification Packet
Foreclosure Prevention/Loan Modification Packet Visionary Home Builders of California, Inc. (VHB) is a non-profit agency and is approved by the U.S. Department of Housing and Urban Development (HUD) to
More informationEDUCATION FORM. Where do you plan to go? List all that apply - community college / four year institution and graduate school if applicable
Do you plan to attend college? EDUCATION FORM Where do you plan to go? List all that apply - community college / four year institution and graduate school if applicable Based on 2016 fees, how much will
More informationWhat Does It Mean To File For Personal Bankruptcy?
Thank you for contacting our office to ask about personal bankruptcy. The following are some answers to many of the questions people have about the process of bankruptcy. Bankruptcy is complex and the
More information***Do not alter any of the red cells. The spreadsheet will do the calculations for you
Wages 1 (After Tax Pay) [1] Wages 2 (After Tax Pay) Income 1 (After Taxes) Income 2 (After Taxes) Income Monthly Total Primary Residence Mortgage/rent Property Taxes Home Owners Ins. Earthquake Insurance
More informationDefendant : (DRL 236) x Date of commencement of action...
COURT COUNTY OF - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - x Index No. 44-32323 Harold J Jones : Assigned Plaintiff : Judge: - against - : I.A.S. Part : Marianne
More informationHow exmerce Works. Welcome to exmerce
Welcome to exmerce Welcome to a new way to benefit your business without having to spend your hard-earned cash. exmerce provides an innovative service that helps you find new customers, save cash, and
More informationThe ABCs of Buying Your First Home
The ABCs of Buying Your First Home www.macu.com The ABCs of Buying Your First Home 1 Table of Contents Introduction: There Is Nothing Like the Feeling of Homeownership Chapter 1: Home Buying and Mortgages:
More informationFAMILY LAW FINANCIAL AFFIDAVIT (LONG FORM)
IN THE CIRCUIT COURT OF THE IN AND FOR JUDICIAL CIRCUIT, COUNTY, FLORIDA, Petitioner, Case No.: Division: and, Respondent. FAMILY LAW FINANCIAL AFFIDAVIT (LONG FORM) ($50,000 or more Individual Gross Annual
More informationLSU Post-Hurricane Katrina Community Survey Frederick Weil, Department of Sociology, LSU -
Are you now living in Greater New Orleans? Yes 82% 73% 88% 95% 82% 82% 92% 8% 46% 80% 82% No 18% 27% 12% 5% 18% 18% 8% 92% 54% 20% 18% What kind of housing are you now living in? Your own house or condo,
More informationSLC COMMERCIAL 2488 SE Willoughby Blvd, Stuart, FL
32.96 +/- Acres Vacant Land - US Hwy 1 Frontage Property Description: Located just north of the new 850 unit residential Grand Harbor development, this property is beautifully treed with majestic oaks
More informationHappy New Year! We would like to wish you and your family health, happiness and increased prosperity throughout It s also tax time again!!!
Dear Valued Client: Happy New Year! We would like to wish you and your family health, happiness and increased prosperity throughout 2017. It s also tax time again!!! As you may know we are undergoing internal
More informationA01. Single family. 5+ persons $250,000+ Homeowner. American Royalty Wealthy, influential couples and families living in prestigious suburbs
A A02 A03 A04 A05 A06 American Royalty Wealthy, influential couples and families living in prestigious suburbs James & Nancy 2.08% Who We Are Channel Preference Head of household age Type of property 51
More informationADMINISTRATOR SALARY AND FRINGE BENEFITS AGREEMENT
2017 2019 ADMINISTRATOR SALARY AND FRINGE BENEFITS AGREEMENT ARTICLE TABLE OF CONTENTS PAGE I. Administrative Personnel Salary Schedule 1 A. Work Schedule 1 B. Salary 1 C. Hours 1 D. Educational Doctorate
More informationWhat are the advantages of a housing allowance? 1. All the expenses for housing except food and maid service are nontaxable.
Ministers' Compensation & Housing Allowance What are the advantages of a housing allowance? 1. All the expenses for housing except food and maid service are nontaxable. 2. Everything except food and maid
More informationFAMILY LAW FINANCIAL AFFIDAVIT
IN THE CIRCUIT COURT OF THE IN AND FOR JUDICIAL CIRCUIT, COUNTY, FLORIDA, Petitioner, Case No.: Division: and, Respondent. FAMILY LAW FINANCIAL AFFIDAVIT ($50,000 or more Individual Gross Annual Income)
More informationLuminus Financial s. Home Hunting Guide
Luminus Financial s Home Hunting Guide About Luminus Financial Who are we? Luminus Financial is a credit union, which means we care about people. We re a full service financial institution, with exceptional
More informationWelcome to the FAC Care Center Hours of Operation: Tuesdays 10:00 a.m. to 2:00 p.m. 6:00 p.m. to 8:00 p.m. (*By Appointment Only) Wednesdays 10:00
Welcome to the FAC Care Center Hours of Operation: Tuesdays 10:00 a.m. to 2:00 p.m. 6:00 p.m. to 8:00 p.m. (*By Appointment Only) Wednesdays 10:00 a.m. to 2:00 p.m. 6:00 p.m. to 8:00 p.m. (*By Appointment
More informationROBERT C. ROWLAND, CPA 4380 N. Campbell Ave., Suite 204 Tucson, AZ (520) Fax rowlandtax.
INCOME TAX ORGANIZER TAX YEAR 2017 PAGE 1 ROBERT C. ROWLAND, CPA 4380 N. Campbell Ave., Suite 204 Tucson, AZ 85718 (520) 319-0077 Fax 319-0076 robert@rowlandtax.com rowlandtax.com We are in St. Philips
More informationPlease provide us with the following information: If you need more space use pg. 4 or add a page. Date of Birth: SSN: Date of Birth:
1 Please provide us with the following information: If you need more space use pg. 4 or add a page. Personal Information Name: Spouse name: SSN: Date of Birth: SSN: Date of Birth: Address: City:, State:
More informationPROGRAM INSTRUCTION. Texas Department of Aging and Disability Services (DADS) Access and Intake Division. Transportation Voucher Service
PROGR INSTRUCTION Texas Department of Aging and Disability Services (DADS) Access and Intake Division TITLE: Transportation Voucher Service NUMBER: AAA-PI 318 SECTION: Area Agencies on Aging APPROVAL:
More informationFOUR SEASONS RESIDENCES LOS CABOS AT COSTA PALMAS OWNERSHIP QUESTIONS AND ANSWERS
FOUR SEASONS RESIDENCES LOS CABOS AT COSTA PALMAS OWNERSHIP QUESTIONS AND ANSWERS The Team Behind Four Seasons Residences WHO IS THE DEVELOPER OF FOUR SEASONS RESORT AND RESIDENCES LOS CABOS AT COSTA PALMAS?
More informationOccupational Demand Outlook at 3 Digit NOC-S*, Edmonton
2012- A01 - Legislators and senior management 2,400 2,500 2,500 2,600 2,600 2,700 2,580 % Share of total employment 0.4% 0.3% 0.3% 0.3% 0.3% A11 - Administrative services managers 3,900 4,000 4,100 4,200
More informationState Tax Chart Results
Tax Chart Results Tax Type: Sales/Use Advertising Services This chart shows whether or not the state taxes advertising services. Advertising NY Not Taxable N/A (1) ; NYCRR 20 527.3(b)(5) Armored Car Services
More informationEDUCATION FORM. Where do you plan to go? List all that apply - community college / four year institution and graduate school if applicable
Do you plan to attend college? EDUCATION FORM Where do you plan to go? List all that apply - community college / four year institution and graduate school if applicable Based on 2017 fees, how much will
More informationDear Neighbor, With best wishes, Sean C. O Brien Executive Director. (Continued on back )
Dear Neighbor, Thank you for contacting the HomeFront program. Since 1988, members of the community have been teaming up with our program to provide quality of life repairs for homeowners with significant
More informationFrequency tables: gender distributions at aggregated levels per country
Project no. Project acronym Project title Instrument: FP6-028987 EurOccupations Developing a detailed 7-country occupations database for comparative socio-economic research in the European Union STREP
More informationBUDGETING & ORGANIZING YOUR FINANCES Participant Guide MIND YOUR FINANCES
BUDGETING & ORGANIZING YOUR FINANCES Participant Guide MIND YOUR FINANCES THE ACHE FOR HOME LIVES IN ALL OF US, THE SAFE PLACE WHERE WE CAN GO AS WE ARE AND NOT BE QUESTIONED. -MAYA ANGELOU State the reasons
More information