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Questionnaire
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REACH OUT TO US
1. Are you benefiting from the current economy?
Yes
No
2. Are you concerned about any of the following:
a. Too many bills or debts?
Yes
No
b. Lack of savings for retirement?
Yes
No
c. Lack of preparation for your kid's college education?
Yes
No
d. Not having enough protection in the case of disability, long term illness, or even death?
Yes
No
3. Do you support children, aging parents, or other dependents?
Yes
No
4. Are you concerned about the future of your job or career?
Yes
No
5. Do you feel that concepts involving insurance, debt, inflation, tax, and other financial services are confusing?
Yes
No
6. When saving for the future, what results are you going after?
Interest
Safety
7. What is your current age?
8. What is your ideal retirement age?
9. Do you want to learn how to fun your child's college or university costs?
Yes
No
10. Do you want to learn more about how money works and how to build a stronger financial foundation?
Yes
No
11. Are you interested in making more money on a part-time basis?
Yes
No
12. Do you want to explore a new business career in the fastgrowing financial industry?
Yes
No
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