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Why is fact finding important in insurance?

A comprehensive fact-finding process provides an abundance of information that financial advisors can use to identify and assess the clients individual needs.

What is a fact finder in insurance?

Annuity Fact Finder: This form is designed to assist the agent and potential contract owner in gathering information to determine whether the purchase of an annuity is suitable.

What is an example of a fact finder?

A fact finder, also known as trier of fact, is an impartial person or examiner designated to appraise the facts underlying a particular matter of a case. For Example: In a jury trial: the jury is the fact finder that decides what really happened in the case at hand.

What is the role of the fact finder?

A fact finder, also known as trier of fact, is an impartial person or examiner designated to appraise the facts underlying a particular matter of a case. For Example: In a jury trial: the jury is the fact finder that decides what really happened in the case at hand.

What is the fact find process?

Fact-finding is a voluntary process in which an independent and impartial third party assists parties to determine facts that may be relevant to an on-going or future dispute.

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Why is fact-finding important in insurance?

A comprehensive fact-finding process provides an abundance of information that financial advisors can use to identify and assess the clients individual needs.

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