Become The Bank Data Sheet

AJF Bank data sheet; The core of the AJF system is to help people on their journey to financial freedom. The AJF Bank data sheet provides the agent with a tool to properly gather all of a client’s pertinent financial information. This information is critical for proper case design and to accurately provide the clients with specific recommendations to meet their goals. Please print out 4 or 5 copies, keep in a file ready for use and to bring with you on appointments when the appropriate time arises.