Asset Memory Jogger

January 28, 2019August 23, 2022 Rickie Keys 561 Views

This tool provides a comprehensive list of potential assets that you may own. It allows you to place the value of your potential asset and we will send you a confidential email with this list in a highly organized format.

Step 1 of 3 - Asset Memory Jogger Tool

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Asset Memory Jogger Tool
Step 1 - Identifying Your Intangible Assets
Intangible assets are non-physical, meaning they cannot be touched. They have value because they represent an advantage to a business or organization.
Place a Checkmark (✓) to Indicate Whether You Have the Following Tangible Assets
- Accounts receivable
- Blueprints
- Bonds
- Brand names
- Brand recognition
- Broadcast licenses
- Buy-sell agreements
- Chemical formulas
- Computer programs
- Computerized databases
- Contracts
- Cooperative agreements
- Copyrights
- Customer relationships
- Designs & drawings
- Distribution rights
- Development rights
- Distribution networks
- Domain names
- Drilling rights
- Easements
- Engineering drawings
- Environmental rights
- FCC licenses
- Film libraries
- Food flavorings & recipes
- Franchise agreements
- Goodwill
- Historical documents
- Joint ventures
- Laboratory notebooks
- Landing rights
- Licenses
- Loan portfolios
- Location value
- Management contracts
- Manual databases
- Manuscripts
- Medical charts and records
- Methodologies
- Mineral rights
- Musical compositions
- Natural resources
- Patents
- Permits
- Procedural manuals
- Product designs
- Property use rights
- Proprietary technology
- Royalty agreements
- Schematics & diagrams
- Securities portfolios
- Security interests
- Shareholder agreements
- Solicitation rights
- Supplier contracts
- Technology sharing agreements
- Title plants
- Trademarks
- Trade secrets
- Trained & assembled workforce
- Training manuals
- Use rights - air, water, land
Other Intangible Assets
Please list all of other intangible assets that you may have and we will send you a copy for your records. (NOTE: WE WILL NOT KEEP THIS LIST, ONLY YOU WILL HAVE A COPY OF THIS LIST)

Step 2 - Tangible Assets
Tangible assets are those that can be touched.
Place a Checkmark (✓) to Indicate Whether You Have the Following Tangible Assets*
- Buildings
- Cash on deposit
- Cash on hand
- Certificates of deposit or CDs
- Commercial paper
- Corporate bonds
- Corporate stock
- Debentures held
- Equipment
- Federal agency securities
- Federal treasury notes
- Guaranteed investment accounts
- Inventory
- Land
- Loans to members of insurance trusts system
- Loans receivables
- Marketable equity securities
- Marketable securities
- Money market funds
- Mortgages (receivable) held directly
- Mutual funds
- Notes receivables
- Repurchase agreements
- "Restricted" cash and investments
- Savings accounts
- Share of funds in governmental investment accounts or pools
- State and local government securities
- Time deposits
- Warrants (to purchase securities)
Other Tangible Assets
Please list all of your intangible assets and we will send you a copy for your records. (NOTE: WE WILL NOT KEEP THIS LIST, ONLY YOU WILL HAVE A COPY OF THIS LIST) (copy)

Step 3 - Personal Assets
Personal assets might be tangible or intangible. They can be assets owned by the person or assets related to the person's personal characteristics
Place a Checkmark (✓) to Indicate Whether You Have the Following Personal Assets
- Artwork
- Automobile
- Checking account
- Collectibles electronics insurance
- Jewelry
- Investment accounts
- Retirement account
- Savings account
Other Personal Assets
Please list all of your intangible assets and we will send you a copy for your records. (NOTE: WE WILL NOT KEEP THIS LIST, ONLY YOU WILL HAVE A COPY OF THIS LIST) (copy)
Enter Your First Name, Email and Click "Submit"
We will IMMEDIATELY start sending information to help you move from where you are to where you'd like to be. We will also send you weekly information, tools and other resources to help improve your financial health.
First Name*
First
Please enter your first name.
Email Address*
Mobile Phone Number