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2 FAMILY INFORMATION Brett M. Sause, Mark Apolenis, are Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/ SIPC, A Licensed Insurance Agency, 1954 Greenspring Drive Suite 700 Timonium, MD (410) In this regard, this communication is strictly intended for individuals residing in the state of Maryland. No offers may be made or accepted from any resident outside the specific state referenced. Brett M. Sause is a Member Agent of The Nautilus Group, a service of New York Life Insurance Company. Atlantic Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Suzan Higgins and Staci Bondura are Financial Professionals (not Registered Reps.). Today s Date: Family Data Date of Birth Birth Place Your Full Name Significant Other Full Name Residence: Address Home Phone # Your cell # Your partner cell # City State Zip Address: Home Work Preference for use: Home Work Your Driver License No. Exp. Date Significant Other Driver License No. Exp. Date Employment Data Occupation/Specialty Employer How Long? You Partner Your Employer s Address City State Zip Office Phone No. Significant Other Employer s Address City State Zip Office Phone No. Your Primary Income Significant Other Primary Income Base Salary Estimated Bonus Other Sources Other Sources Financial Goals/Priorities What are your most important financial goals? What are your priorities? # Education # Retirement # Second Home # Family Security (please number 1 to 7) # Wealth Accumulation # Other # Other How much more could you save on a regular basis? Is there anything disturbing you about your overall planning?

3 SAVINGS ASSETS Institution Account Balance Account Deposit Checking Account Checking Account Savings Account Savings Account Money Market Fund Credit Union Savings Bonds (Type) Maturity Certificate of Deposit Annuity I.R.A. I.R.A. I.R.A. I.R.A. Your Savings Plan at Work (401(k),TSA, 403(b), Profit Sharing) Significant Other Savings Plan at Work (401(k),TSA, 403(b), Profit Sharing) Your Pension Significant Other Pension Other Other Other Other

4 INVESTMENT ASSETS Stocks, Bonds, Mutual Funds, etc. Item # of Shares Account Balance Annual Deposit Mutual Funds Government Securities Corporate Bonds Municipal Bonds Stocks Partnerships Other

5 REAL ESTATE & CONSUMER DEBT Property Year Purchased Current Value Balance of Mortgage Monthly Payment Interest Rate Your Residence $ % 2 nd Mortgage $ % Other Home $ % Land $ % Land $ % Other $ % Other $ % Other $ % Fixed or Variable Loan & Debt (Include personal loans, college loans, home improvement loans, automobile or boat loans, passbook loans, credit card balances, store charges, checking credit lines, etc.) Balance Monthly Payment Interest Rate Insured? Auto % Yes No Auto % Yes No Auto % Yes No Visa % Yes No MasterCard % Yes No Credit Card % Yes No Credit Card % Yes No Credit Card % Yes No Student Loan % Yes No Student Loan % Yes No Misc. % Yes No Misc. % Yes No

6 PROTECTIONS Life Insurance Name of Insurance Co. Family Member Insured Amount of Coverage Type of Insurance Total Annual Premiums Disability Income Insurance Name of Insurance Co. Family Member Insured Amount of Coverage Total Annual Premiums Auto/Homeowners Insurance Name of Insurance Co. Coverage Amount Property Insured Limits of Liability Total Annual Premiums How would you rate your knowledge of life, disability income or long term care insurance? Any objection to knowing more, or being better informed? Do you have an umbrella liability policy? How much? What are the deductibles on your homeowners and auto policies? /

7 ADDITIONAL INFORMATION Do you have a valid Will or Trust? Yes No Do you have an Attorney? Yes No Last time updated Do you have an Accountant? Yes No Is there anything further you think is important to tell us?

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