[vc_row][vc_column][cws_sc_text title_alignment=”center” subtitle=”Client Questionnaires”]Providing the best financial solution for your client always starts with a full understanding of their current situation, future goals, and any potential obstacles that may exist. Below are some client questionnaire examples that you can download and use for this intake process. These can also be customized with your company name and logo upon request. Simply contact our Support Team at info@wealthwatchpartners.com[/cws_sc_text][cws_sc_spacing height=”30″ responsive_es=”true” height_size_sm_desctop=”1″ height_tablet=”1″ height_mobile=”100″][/vc_column][/vc_row][vc_row][vc_column width=”1/2″][cws_sc_services icon_lib=”cws_flaticons” icon_cws_flaticons=”flaticon-graphic-1″ size_i=”100px” alignment=”center” text_spacings=”40px” title_spacing=”0px 0px 40px 0px” add_button=”1″ customize_colors=”1″ icon_color=”#c69635″ custom_font_color=”#424359″ add_hover=”1″ hover_fill_color=”#3c9cd3″ custom_selection_color=”#ffffff” custom_f_color=”#ffffff” custom_icon_color=”#ffffff” custom_bg_color=”” divider_hover_color=”#ffffff” simple_hover_button_color=”#ffffff” el_class=”annuity-boxes” title=”Buy Sell Questionnaire” custom_styles=”.vc_custom_1595015344332{padding-top: 40px !important;padding-right: 30px !important;padding-bottom: 40px !important;padding-left: 30px !important;background-color: rgba(255,255,255,0.96) !important;*background-color: rgb(255,255,255) !important;}” extra_button_url=”https://wealthwatchpartners.com/wp-content/uploads/2020/07/Buy-Sell-Arrangement.pdf” extra_button_title=”View Questionnaire Here”][/cws_sc_services][/vc_column][vc_column width=”1/2″][cws_sc_services icon_lib=”cws_flaticons” icon_cws_flaticons=”flaticon-graphic-1″ size_i=”100px” alignment=”center” text_spacings=”40px” title_spacing=”0px 0px 40px 0px” add_button=”1″ customize_colors=”1″ icon_color=”#c69635″ custom_font_color=”#424359″ add_hover=”1″ hover_fill_color=”#3c9cd3″ custom_selection_color=”#ffffff” custom_f_color=”#ffffff” custom_icon_color=”#ffffff” custom_bg_color=”” divider_hover_color=”#ffffff” simple_hover_button_color=”#ffffff” el_class=”annuity-boxes” title=”Life Insurance Information Questionnaire” custom_styles=”.vc_custom_1595015358073{padding-top: 40px !important;padding-right: 30px !important;padding-bottom: 40px !important;padding-left: 30px !important;background-color: rgba(255,255,255,0.96) !important;*background-color: rgb(255,255,255) !important;}” extra_button_url=”https://wealthwatchpartners.com/wp-content/uploads/2020/07/Life-Insurance-Questionnaire.pdf” extra_button_title=”View Questionnaire Here”][/cws_sc_services][/vc_column][/vc_row][vc_row][vc_column][cws_sc_spacing height=”30″ responsive_es=”true” height_size_sm_desctop=”1″ height_tablet=”1″ height_mobile=”100″][/vc_column][/vc_row][vc_row][vc_column width=”1/2″][cws_sc_services icon_lib=”cws_flaticons” icon_cws_flaticons=”flaticon-graphic-1″ size_i=”100px” alignment=”center” text_spacings=”40px” title_spacing=”0px 0px 40px 0px” add_button=”1″ customize_colors=”1″ icon_color=”#c69635″ custom_font_color=”#424359″ add_hover=”1″ hover_fill_color=”#3c9cd3″ custom_selection_color=”#ffffff” custom_f_color=”#ffffff” custom_icon_color=”#ffffff” custom_bg_color=”” divider_hover_color=”#ffffff” simple_hover_button_color=”#ffffff” el_class=”annuity-boxes” title=”DI Information Questionnaire” custom_styles=”.vc_custom_1595015372106{padding-top: 40px !important;padding-right: 30px !important;padding-bottom: 40px !important;padding-left: 30px !important;background-color: rgba(255,255,255,0.96) !important;*background-color: rgb(255,255,255) !important;}” extra_button_url=”https://wealthwatchpartners.com/wp-content/uploads/2020/07/DI-Information-Questionnaire.pdf” extra_button_title=”View Questionnaire Here”][/cws_sc_services][/vc_column][vc_column width=”1/2″][cws_sc_services icon_lib=”cws_flaticons” icon_cws_flaticons=”flaticon-graphic-1″ size_i=”100px” alignment=”center” text_spacings=”40px” title_spacing=”0px 0px 40px 0px” add_button=”1″ customize_colors=”1″ icon_color=”#c69635″ custom_font_color=”#424359″ add_hover=”1″ hover_fill_color=”#3c9cd3″ custom_selection_color=”#ffffff” custom_f_color=”#ffffff” custom_icon_color=”#ffffff” custom_bg_color=”” divider_hover_color=”#ffffff” simple_hover_button_color=”#ffffff” el_class=”annuity-boxes” title=”General Fact Finder (Simple)” custom_styles=”.vc_custom_1595015384510{padding-top: 40px !important;padding-right: 30px !important;padding-bottom: 40px !important;padding-left: 30px !important;background-color: rgba(255,255,255,0.96) !important;*background-color: rgb(255,255,255) !important;}” extra_button_url=”https://wealthwatchpartners.com/wp-content/uploads/2020/07/Client-Data-Worksheet.pdf” extra_button_title=”View Simple Fact Finder Here”][/cws_sc_services][/vc_column][/vc_row][vc_row full_width=”stretch_row” equal_height=”yes” disable_element=”yes” bg_image_position=”left_center” add_layers=”1″ extra_layer_pos=”right” extra_layer_bg=”#f4f5f7″ css=”.vc_custom_1549657886664{padding-top: 0px !important;padding-bottom: 120px !important;}” extra_layer_width=”58.33″][vc_column][cws_sc_spacing height=”60″ responsive_es=”true” height_size_sm_desctop=”1″ height_tablet=”1″ height_mobile=”100″][vc_row_inner][vc_column_inner width=”5/12″][cws_sc_text add_divider=”1″ custom_divider_color=”#16528a” subtitle=”Buy Sell” title=”Questionnaire”][/cws_sc_text][cws_sc_button new_tab=”1″ btn_type=”advanced” icon_fontawesome=”fa fa-angle-right” font_color=”#ffffff” font_color_hover=”#ffffff” background_color=”#c69635″ title=”View Questionnaire Here” url=”https://wealthwatchpartners.com/wp-content/uploads/2019/01/Buy-Sell-Questionnaire.pdf”][/vc_column_inner][vc_column_inner width=”7/12″][vc_single_image image=”1035″ img_size=”804×454″ alignment=”center”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces” equal_height=”yes” disable_element=”yes” css=”.vc_custom_1549657898639{padding-top: 100px !important;padding-bottom: 130px !important;}”][vc_column width=”1/2″ bg_cws_repeat=”no-repeat” bg_image_position=”center_center” place_ahead=”1″ cws_mobile_paddings=”300px 0px 0px 0px” css=”.vc_custom_1548453548404{background-image: url(https://wealthwatchpartners.com/wp-content/uploads/2019/01/product-spotlight.jpeg?id=2947) !important;}”][vc_empty_space height=”300px”][/vc_column][vc_column width=”1/2″ bg_image_position=”center_center” cws_mobile_paddings=”40px 0px 0px 0px” css=”.vc_custom_1547481477693{padding-top: 1px !important;padding-left: 40px !important;background-color: #0f3d75 !important;}”][vc_empty_space][cws_sc_text custom_subtitle_color=”#0d75bc” custom_title_color=”#ffffff” custom_divider_color=”#ffffff” subtitle=”Life Insurance Information” title=”Questionnaire”][/cws_sc_text][cws_sc_button new_tab=”1″ btn_type=”advanced” icon_fontawesome=”fa fa-angle-right” font_color=”#ffffff” font_color_hover=”#ffffff” background_color=”#c69635″ title=”View Questionnaire Here” url=”https://wealthwatchpartners.com/wp-content/uploads/2019/01/Life-Insurance-Information-Questionnaire.pdf”][/vc_column][/vc_row][vc_row full_width=”stretch_row” equal_height=”yes” disable_element=”yes” bg_image_position=”left_center” add_layers=”1″ extra_layer_pos=”right” extra_layer_bg=”#f4f5f7″ css=”.vc_custom_1549657904654{padding-top: 0px !important;padding-bottom: 120px !important;}” extra_layer_width=”58.33″][vc_column][cws_sc_spacing height=”60″ responsive_es=”true” height_size_sm_desctop=”1″ height_tablet=”1″ height_mobile=”100″][vc_row_inner][vc_column_inner width=”5/12″][cws_sc_text add_divider=”1″ custom_divider_color=”#16528a” subtitle=”DI Information” title=”Questionnaire”][/cws_sc_text][cws_sc_button new_tab=”1″ btn_type=”advanced” icon_fontawesome=”fa fa-angle-right” font_color=”#ffffff” font_color_hover=”#ffffff” background_color=”#c69635″ title=”View Questionnaire Here” url=”https://wealthwatchpartners.com/wp-content/uploads/2019/01/Buy-Sell-Questionnaire.pdf”][/vc_column_inner][vc_column_inner width=”7/12″][vc_single_image image=”695″ img_size=”804×454″ alignment=”center”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces” equal_height=”yes” disable_element=”yes” css=”.vc_custom_1549657910407{padding-top: 100px !important;padding-bottom: 130px !important;}”][vc_column width=”1/2″ bg_cws_repeat=”no-repeat” bg_cws_size=”cover” bg_image_position=”center_center” place_ahead=”1″ cws_mobile_paddings=”300px 0px 0px 0px” css=”.vc_custom_1548453569529{background-image: url(https://wealthwatchpartners.com/wp-content/uploads/2019/01/product-spotlight.jpeg?id=2947) !important;}”][vc_empty_space height=”300px”][/vc_column][vc_column width=”1/2″ bg_image_position=”center_center” cws_mobile_paddings=”40px 0px 0px 0px” css=”.vc_custom_1547481477693{padding-top: 1px !important;padding-left: 40px !important;background-color: #0f3d75 !important;}”][vc_empty_space][cws_sc_text custom_subtitle_color=”#0d75bc” custom_title_color=”#ffffff” custom_divider_color=”#ffffff” subtitle=”Fact Finder” title=”Questionnaire”][/cws_sc_text][cws_sc_button new_tab=”1″ btn_type=”advanced” icon_fontawesome=”fa fa-angle-right” font_color=”#ffffff” font_color_hover=”#ffffff” background_color=”#c69635″ title=”View Simple Fact Finder Here” url=”https://wealthwatchpartners.com/wp-content/uploads/2019/01/Fact-Finder-Data-Sheet.pdf”][/vc_column][/vc_row]