Annuity Anniversary Your careful review of this short survey helps us ensure we align your annuity strategy with your financial objectives for both the short and long term. Annual Financial Update The anniversary of your financial program through Dedicated Senior Advisors is approaching. Please help us offer you the best possible service by informing us about any significant life events you experienced over the last 12 months. Did you move in the last 12 months? YES NO If you moved, where to and when did you move?Do you plan to move in the next 12 months? YES NO Did you incur any major expenses in the last 12 months? YES NO Will you need additional cash for any reason in the next 12 months? YES NO Has your financial situation changed significantly in the last 12 months? YES NO Did you inherit any assets in the last 12 months? YES NO Did you have any major changes in your health in the last 12 months? YES NO Did you have a death in your family in the last 12 months? YES NO Would you like to change the beneficiaries of your financial programs? YES NO Do you need to update your will or do you need advice from a CPA? . YES NO Please provide any additional information we should know in the space below: Your referrals are deeply appreciated! Name First Last Email PhoneDo you know what might interest them in Financial Planning? Retirement Planning Investments Tax Planning Asset Management Legacy Planning I don't know of any specific interests.