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Home / Client Services Survey

Client Services Survey

Vacaflyer

Win a vacation for 8 in beautiful Alabama!

Simply fill our our Client Services Survey and you’ll be entered to win!

Drawing will be held on January 30th 2015! Print out our flyer for more details!

Northbay Resource Group has assembled an outstanding team of professionals to help our clients reach their insurance and financial goals. In our efforts to provide you with an outstanding service we would like to ask you 4 questions.

Name
First Last
Phone
Email
Best Time to Meet
1. Insurance needs are always changing as life happens and we adjust accordingly. As you reflect on your current insurance needs, which areas are of most importance to you?
- Life Insurance for myself or my spouse
- Long Term Care Insurance
- Disability Insurance
- Property Insurance
- Health Insurance, Prescription Drug Coverage, and/or Covered California Info
- Understanding Medicare Changes and/or Medicare Supplements plans
Check any that are of concern.
2. Retirement Planning requires looking years into the future as statistics show that many of us will live well into our 90s. As you look at your goals, what areas are of greatest concern?
- Inflation
- Taxes
- Maximizing Social Security
- Saving enough money for retirement
- Outliving my savings
- Long Term Care spend-down
- Preparing or updating a Will or Trust
- Managing my IRAs and 401ks
Check any that are of concern.
3. Buying or selling a home or refinancing a home can have a large affect on our personal finances. Are you currently planning on:
- Purchasing a home
- Selling a home
- Refinancing a current mortgage
- Purchasing or selling a second home or rental property
- Purchasing or selling a commercial property
- Reverse Mortgage to access home equity
Check any that are of concern.
Notes and Referrals
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December 24th, 2014 by Mitch White Insurance Agency, Inc.

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Mitch White Insurance Agency, Inc.

1129 Industrial Ave
Suite 102
Petaluma, California 94952

Phone: (707) 778-7650

Cal. Lic. #: 0642778

1129 Industrial Ave, Suite 102, Petaluma, California 94952

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Mitch White Insurance Agency, Inc. Provides Auto, Homeowners, Business, Professional Liability, Life/Health, and Employee Benefits to All of California, Including Petaluma, Novato, Penngrove, Cotati, Rohnert Park, Santa Rosa, Sonoma, Napa, and Healdsburg.

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