This Intake Form is quick and easy to fill out, taking on average only 8 minutes.
The more accurate your information is, it will help your Agent/Analyst, if you estimate or "guess" about some of the figures,
they can always be updated by your Agent later.
If at anytime you can't complete the entire form, you simply need to click the "Finish Later" button at the bottom, this will
save your data in a cookie on THIS computer and send you an e-mail with the link back to this form. (Agents Note: no e-mail
is sent if you click the "Finish Later" button).
Thank you ahead of time for taking the time to fill this information in, this concept has
changed thousands of lives by giving THEM full control of their Financial future and we look forward to seeing what it
can do for you!
When you are finished, click the "Next" button until you get to the "Complete Intake Form" screen where there will be a BIG grey
button saying "Send to my Coach (your Agent's full name)". Clicking that button will send an e-mail message to your
Agent notifying them that you have competed the form and will close out this box.
Spouse or Significant Other
Credit Cards - up to 5
Vehicle Loans - up to 3
Complete Intake Form
If you wish, you may use the "Next" and "Back" buttons below to browse through the
input pages to review the data that was entered, or you may save the data entered so
far and return later.
NOTE: If your computer "privacy" setting automatically clears
cookies at the end of a browser session, whatever you have entered will be lost!When all entry and review is completed, click the "Send to ..." button to record the final
version of your data, which will notify your agent that the data is ready to be reviewed. NOTE: AAS has taken steps that are compliant with security standards for
leading internet companies to ensure that your data is protected.