PERSONAL FINANCE STRATEGY SURVEY Please kindly fill out the survey below, it'll let us know how we can help you PERSONAL FINANCIAL STRATEGY SURVEY NAME * EMAIL * PHONE ARE YOU AN: * Employee Self-Employed Business Owner COMPANY NAME 1. Are you benefiting from the current economy? * Yes No 2. Are you concerned about any of the following: >Too many bills or debts? * Yes No >Lack of savings or investments for retirement? * Yes No >Lack of preparation for your kids' college/ university education? * Yes No >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 that involves investment, insurance, debt, inflation, and tax, and other financial services are confusing? * Yes No 6. When saving for the future, what results are you going after? for your money? * Better Return Better Safety 7. What is your current age? * 8. What is your ideal retirement age? * 9. Do you want to learn how to fund your child's college or university costs?with proper funding? * 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 fast growing financial industry? * Yes No reCAPTCHA If you are human, leave this field blank. Submit FINANCIAL CAUSE (FC) values your privacy