Business Fact Finder - CBIZ Life Insurance Solutions Inc 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with the 'General Information' section. Fill in your company name, address, contact person, phone number, email, fax, principal business activity, years in business, and details of your accountant or attorney.
3. Move to the 'Business Type' section. Select the appropriate business structure and provide any necessary tax bracket information. Indicate if there is a possibility of going public and detail ownership structures.
4. In the 'Business Value' section, estimate the fair market value of your business and clarify if you are involved in its operations.
5. Complete the 'Business Owners' section by listing owners along with their relationship to the business, date of birth/health status, salary, and tax bracket.
6. Proceed to 'Key Employees'. Enter details for each key employee including their position, income, health status, and whether they are an owner.
7. Fill out 'Current Employee Benefits/Business Planning', indicating which benefits you currently have or wish to discuss further.
8. Complete the census data for employees if applicable. Provide names, dates of birth/ages, gender, smoking status, hire dates, gross income, and marital status.
9. Rank your business concerns from 1 to 10 in the final section to prioritize areas needing attention.

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