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Questions that Matter the Most
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How did You hear about the event?
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Local Event Ad / Community WhatsApp Group
Recommended by Friend
Other:
When was last time you worked with finance professional and got help?
Never
Occasionally
Long time ago
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Have you created your Will & Trust? (Estate Planning)
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No, But Looking. Its been pending in my list
No, I dont know about Will & Trust
Yes. I'm all set
Is Your Mortgage protected?
If something were to happen to you. Can your family get to keep the Home?
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Yes
No, But I want to know How can I protect my mortgage
Not Applicable to me
Do you know Your employer Insurance could be taxable? Do you have enough Life coverage?
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No, But Im open to know. Can I get some idea?
Yes. I have enough Not to worry about
Have you planned well to take care of Kids college Fees?
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No, I'd interested to know how it gets calculated
Yes. I have enough to take care of it
Not Applicable to me
Are you/Someone you know is looking for Passive/Extra income legally?
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Yes. I want to know more
Not at this time, But I am interested to know how.
No, I am Not looking
Name
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Your answer
If you want to Learn More ,
How shall we reach you to help? Mention
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