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Finance 101
Personal Finance Strategy Survey
First name
*
Last name
*
Phone number
*
Email
*
Company name
Employed
Please Select
Employee
Self-Employed
Business Owner
Personal Challenges
Check the box to answer YES
Are you benefiting from the current economy?
Are you concerned about too many bills or debts?
Are you concerned about lack of savings for retirement?
Are you concerned about lack of preparation for your kids' college education?
Are you concerned about not having enough protection in the case of disability, long term illness or even death?
Do you support children, aging parents or other dependents?
Are you concerned about the future of your job or career?
Do you feel that concepts involving insurance, debt, inflation, tax, and other financial services are confusing?
When saving for the future are you going after Interest?
When saving for the future are you going after Safety?
Do you want to learn how to fund your child's college or university costs?
Do you want to learn more about how money works and how to build a stronger financial foundation?
Are vou interested in making more money on a part-time basis?
Do you want to explore a new business career in the fast growing financial industry?
Notes
Please enter your current age & your ideal retirement age. Do you have a spouse and/or children? List their ages
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