IFSG Insurance Needs Analysis Form - Vaibhav

Welcome to IFSG's Insurance Needs Analysis

Thank you for considering IFSG for your insurance needs. To help us understand your unique situation and provide you with the best options, we ask that you complete this brief needs analysis.

This form is the first step in the process, allowing our experienced insurance advisors to assess your requirements and guide you toward the right coverage for you and your family. Rest assured, all the information you share with us will be kept confidential within IFSG and used solely to assist in your insurance needs.

If you have any questions or need assistance at any point during the process, feel free to email us at office@ifsga.com, or contact the IFSG advisor you’ve connected with.

We look forward to helping you find the right insurance solutions. Please take a few moments to fill out the form below, and one of our advisors will reach out to you shortly.

-IFSG Team

Please fill out the form below to help us understand your insurance needs. One of our advisors will contact you shortly to discuss the best options for you and your family.

Name *

First

Last

Phone *

Email *

City and Province of Residence: *

How many people are in your household, and are there any dependents that need to be covered? *

Insurance Requirements

Do you currently have an existing insurance policy? *

are What existing

If yes, please specify the type of policy (e.g., life, health, home, etc.) and any coverage details you can share:

(Please describe any current policies in place)

When are you looking to have your new insurance policy in force? *

(Is there a specific date or time frame you have in mind for when you would like the coverage to start?)

What is the immediate financial risk you would like to address with this insurance? *

(Please indicate any immediate concerns such as protecting your family’s income, covering funeral expenses, addressing debt, etc.)

What type of insurance coverage are you most interested in? This will help us understand the type of coverage you are considering. *

Other (please specify):

Do you have any specific questions or concerns about insurance that you would like to discuss with our advisor? *

Once you submit this form, one of our experienced insurance advisors will reach out to discuss your options and help you choose the best plan to meet your needs.

Thank you.