Client Resources
The following resources are available for your convenience.
Just click the file link(s) on the right to download a copy for your use.
Just click the file link(s) on the right to download a copy for your use.
- Initial Client Survey: Complete and return this survey prior to the initial interview.
- Confidential Client Profile: This form contains your pertinent information such as name, address, SSN, employment info, beneficiaries, etc.
- NAIFA Consumer Brochure: Information about the National Association of Insurance and Financial Advisors, and how NAIFA protects you.
File Downloads:
| Initial Survey |
| Confidential Client Profile |
| NAIFA Consumer Brochure |
