Leap Strategy Worksheet

03

Hypothetical Output

Hypothetical Input

Vehicle Insurance Property Insurance Liability Insurance

Deferred Benefit

Strategy Worksheet

Disability Insurance Medical Insurance Government Plans

Wills & Documents Trusts & Ownership

Life Insurance

WCA/Checking

Savings

Credit Union

Deferred Tax

Savings Bonds

Certificates

Money Market

Tax Deferred

Tax Free

Tax Deductible

Government Bonds Corporate Bonds

Municipal Bonds

Deferred Tax

Preferred Stocks

Bluechip Stocks

Growth Sector

Collectibles

Real Estate

Business/Shelters

$

$

Total Hypothetical Output

Total Hypothetical Input

S301-INT-N1309

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