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State Farm Insurance
- Subject: State Farm Insurance
- From: Annabell Aguilar <http://www.statefarm.com/~annabell.aguilar.ki81>
- Date: Thu, 2 Nov 2023 22:32:00 +0000
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- Thread-index: AdoN3F03HSBeyAKCTUWjuT/xCwnSOQ==
- Thread-topic: State Farm Insurance
Please Provide Your opinion, It counts, Rate my service mention my name Annabell Aguilar and provide me my stars ⭐ .
We L ❤ VE referrals!
Sincerely,
Annabell Aguilar
CA LIC #0I65381
Insurance Account Representative
Hablamos Español
O: 408-287-8190 ( Call, Text, Send Photos ) ,tel://408-287-8190/, | Request an Appointment ,http://www.statefarm.com/~burch.boehner.nt26,
F: 408-287-8189 ,tel://408-287-8189/, | 321 S Monroe Street, where-I-live 95128 ,https://goo.gl/maps/xiIKu, | Agency Page ,https://www.burchboehner.com/,
Send Documents, Requests & Photos to: http://www.burchboehner.com/~docs ,http://www.burchboehner.com/~docs, | Quote ,https://www.burchboehner.com/quote,
State Farm Agent
Providing Insurance and Financial Services
Content-Type: application/pdf; name="State Farm Insurance Fact finder .pdf"
Content-Description: State Farm Insurance Fact finder .pdf
Content-Disposition: attachment; filename="State Farm Insurance Fact finder .pdf"; size=36714; creation-date="Thu, 02 Nov 2023 22:31:23 GMT"; modification-date="Thu, 02 Nov 2023 22:31:57 GMT"
Content-Transfer-Encoding: base64
Personal Information Fact Finder
Where Are You Today?
What do you own?
What do you owe?
Property
Home
$1,000,000.00
Home Mortgage
$0.00
$0.00
Home Mortgage
$0.00
$24,000.00
Other Real Estate Mortgage
$0.00
Boats
$0.00
Other Real Estate Mortgage
$0.00
Motorcycles
$0.00
Auto Loan
$0.00
ATVs/Snowmobiles
$0.00
Boat Loan
$0.00
Trailer/Camper
$0.00
Motorcycle Loan
$0.00
Jewelry/Collectibles
$0.00
ATV/Snowmobile Loan
$0.00
Trailer/Camper Loan
$0.00
$0.00
Education Loan
$0.00
$1,054,000.00
Credit Cards
Other Bills/Debt
$0.00
Total Liabilities
$0.00
Other Real Estate
Auto
Personal Property
Business Property / Other
Total Property Assets
$30,000.00
Financial Assets
Cash/Checking/Savings
CD's
Money Market
Annuities
$150,000.00
$0.00
$50,000.00
$0.00
401(k)/403(b) #1
$1,000,000.00
401(k)/403(b) #2
$200,000.00
IRA #1
$0.00
IRA #2
$0.00
Total Owned (Assets)
Mutual Funds
$40,000.00
-
Stocks/Bonds
$0.00
Total Owed (Liabilities)
$0.00
Cash Value Life Insurance
College Fund (will not appear on the Asset Graph
$0.00
tab)
$0.00
Net Worth
$2,494,000.00
Pension (will appear in Retirement Assets section
of the Asset Graph tab)
Other (will not appear on the Asset Graph tab)
Total Financial Assets
$2,494,000.00
$0.00
$1,440,000.00
What do you earn?
Annual Income #1
Years
Annual Income #2
Years
Potential Lifetime Income
$180,000.00
4
Estimated Net Worth
$2,494,000.00
Income at Risk
$1,350,000.00
Potential Assets at Risk
$3,844,000.00
$70,000.00
9
$1,350,000.00
Neither State Farm nor its agents provide tax or legal advice. This calculator
is for illustrative and educational purposes only. Its accuracy and
applicability to your circumstances is not guaranteed. Please consult your own
adviser regarding your particular circumstances.
MPC #172511 exp. 6/2018