ANNUAL REVIEW CHECK LIST

Please print out this form. Complete it, and either mail it or fax it to us. Your comments will help us to determine in which areas we can be of service to you now and in the future, in terms of keeping your Financial Security Program up-to-date. Any information you give us will be kept in the strictest confidence.

Since the last check-up of my/our Financial Health status, I/we have:

.......Entered into a new business venture and/or sold a business or farming operation
.......Paid off or taken on a new or larger mortgage
.......Added to my/our family [marriage, children or grandchildren]
.......Changed my/our will[or, I/we need to change my/our will]

I/we would like to know more about:

.......How to Tax Shelter the growth of non-registered money on a guaranteed basis
.......How to maximize the growth of my/our Registered Retirement Savings Plan(s)
.......How to guarantee an Education Fund for children and/or grandchildren
.......Key-Person Protection
.......Deferred Compensation
.......Pension Plans and Retirement Funds
.......Business Buy-Sell Agreements
.......Tax Advantages of Leaving Money to Charity

.......I/we would appreciate a call from you

.......Additional comments (please submit with form)

.......New Child's/Grandchildren's name(s)......................... .........................
Birthdate(s)........................ ..........................

My/our Names...................................... .................................. Phone.......................

Signature..................................................Date................................

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Mathisen Financial, Inc.
335 Redberry Road
Saskatoon, Saskatchewan S7K 4W5
Phone: (306) 242-7042  Fax: (306) 242-4314
email hans@mathisen.ca
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