Financial Assurance Survey 12509
Page One
Full Name
1.
Email Address
2.
Our Nation’s economic recovery is:
Likely to take several years before we see stability again
Just around the corner
Going to get worse before it gets better
3.
Which of the following would be the least desirable:
Having to work forever to maintain your lifestyle
Retiring but accepting a substandard lifestyle
4.
Which of the following would be the least desirable:
Significant tax increases
Significant stock market losses
5.
Which of the following would be the most desirable:
Maximum Rate of Return with market risk
Modest Rate of Return with no market risk
6.
I am certain that my retirement funds are not exposed to excessive risk.
True
False
Unsure
7.
It is likely that the income tax rate I am currently paying will:
Increase
Decrease
Stay the Same
8.
I am willing to explore ways to reduce my future income tax burden.
Yes - I would want to explore all legal options
No - It would be a waste of time
I am sure all options have already been presented
9.
Which one makes more sense:
Keeping a Traditional IRA in tax deferred status and pay income tax later
Convert a Traditional IRA to a Roth and receiving tax free income
Unsure
10.
I am receiving all of the tax free or tax favored income that is available to me.
True
False
Unsure
11.
If there was one thing that would significantly enhance my financial security that I have not been told about, I would want to know about it?
True
False
12.
I would be open to a financial review to discuss financial solutions that I may not be aware of.
True
False
13.
If you would like a free no obligation financial review, provide your phone number below and we will call to schedule a time to discuss your Financial Assurance.
Please type image below to complete survey and gain access to the Free Reports.
Survey Software
powered by SurveyGizmo
