Pre-Qualifying Questionnaires

Fact finding forms for various product types or client impairment. All designed to help you gather the necessary information from a client while in a meeting with them allowing you to be prepared to discuss anything with a client as it comes up. These forms will be sent back to our team at EMG to research the case without unnecessary back and forth with the client. If you come across something not listed here please reach out and we will assist in gathering the necessary questions for your clients situation.

Questionnaires

Please fill out the corresponding form and send via email to your sales director or to kfulton@emgbrokerage.com .