Form

Preliminary Jet Card Analysis

We understand your time is valuable. This brief questionnaire is designed to gather key information our Advisors need to provide you with tailored jet card recommendations that align with your lifestyle and budget. Once reviewed, we'll contact you by email to schedule a no obligation 15 min call to walk through your findings and determine how we may be of assistance.

First Name*

Last Name*

Email*

Phone Number*

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1. From what state will you fly out of the most?*

2. What state will you fly into the MOST?*

3. Over the next 12 months, approximately how many hours do you plan to fly private? *

10 - 25 hours

26 - 50 hours

51 - 100 hours

101+ hours

4. What % of your trips will be Business vs Personal?*

100% personal (no business)

100% business (no personal)

Mix of personal and business

5. Which CARD PROGRAM structure do you prefer?

Hours Based Program = You pre-purchase hours on a specific aircraft category or specific aircraft model (usually around $200K is the starting point). Hours are deducted after each flight. Hours based programs may or may not afford you the ability to book other aircraft cabin sizes.

Fund Program = Similar to a debit card, deposits typically start at $100K and gives you ability to book various categories of aircraft at different rates. Funds may also be applied towards catering and other service fees. If you need access to 2-3 different airplanes sizes, a Fund program may be best.

Day Based Program = You purchase access to 10-20 days a year where you can then typically fly up to 10 hours per day (per FAA crew scheduling requirements). If you need more days, you'll purchase another card. Best suited for (A) those flying multileg itineraries within the same day or (B) those flying out and back same day or the following day. *

Hours Based

Fund Based

Day Based

6. Which PRICING structure do you prefer?

Fixed Rate = The price is fixed throughout the life of the card or rate lock period. Some are all inclusive and others charge for additional items such as de-icing, peak day premiums, ferry charges.

Capped Rate w/Dynamic Pricing = Similar to Fixed Rate cards however during periods of low demand the provider may extend discounts to book early or if you are able to go +/- 1-2 days.

Dynamic Pricing Only = Better suited for those who typically like to shop the charter market but want to have some assurances and guarantees similar to jet cards. Downside here is when booking last minute during holidays where market pricing may not be favorable. *

Fixed Rate

Capped Rate w/Dynamic Pricing

Dynamic Pricing Only

7. How much money are you willing to put down towards the purchase of a jet card program?*

NOTE: Some individuals are only comfortable putting $100K down at a time, others will put down more money if it provides better access, pricing, and additional scheduling flexibility.

$100,000

$200,000

$250,000 or more if made financial and operational sense

8. Do you require a program that is refundable?

Most programs are non-refundable. The few that are refundable may charge a 15-25% re-stocking fee based on the original purchase price.

By choosing "Yes" it will greatly limit the amount of providers*

Yes

9. Will your travel be mostly same day roundtrips or one-ways flights? *

Mostly same day roundtrips

Mostly one way flights

Mix of both

10. What is the minimum call out (notice period) you need to book travel? *

NOTE: Most programs require 48 hours for guaranteed availability and pricing. For last minute needs, on demand charter will always be available.

11. Will you require guaranteed access and pricing during Peak Demand Periods?

Items to Note Before Answering:

*Peak Demand Periods typically include: Thanksgiving and Christmas, New Years, Presidents Day, Easter, Labor Day, The Masters and Super Bowl.

*Most, but not all providers, will charge anywhere from a 5-25% premium on Peak Days.

*Most, but not all providers, may require you adjust your departure time +/- 3 hours either direction.*

Yes