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1. What are your biggest financial goals right now?
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Retirement Planning, Wealth Building, Tax-Free Income, Legacy Estate Planning, Other (please specify)
2. Are you familiar with Indexed Universal Life (IUL) policies?
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Yes, I know a lot about them.
I've heard of them but don't know much.
No, I'm not familiar with them.
3. What concerns do you have about your current financial plan or retirement strategy?
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Market Volatility, Taxes on Retirement Income, Outliving My Savings, Lack of Growth Opportunities, Other (please specify)
4. Have you ever explored tax-free retirement strategies?
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Yes, I'm currently using one.
I've looked into them but haven't taken action.
No, I haven't explored them yet.
5. How important is it for you to leave a financial legacy for your loved ones?
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Very Important
Somewhat Important
Not Important
6. What's your biggest fear when it comes to retirement?
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Running Out of Money, Market Crashes, High Taxes, Health Care Costs, Other (please specify)
7. Do you currently work with a financial advisor?
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Yes, and I'm satisfied with their services.
Yes, but I'm looking for a change.
No, I don't work with an advisor.
8. How do you prefer to learn about financial strategies?
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One-on-One Meetings
Webinars/Online Workshops
Articles/Blogs
Videos
9. What's the most important factor you look for in a financial professional?
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Trust/Integrity, Expertise/Knowledge, Personalized Service, Clear Communication, Other (please specify)
10. Would you like to schedule a free consultation to explore how an IUL policy can help you achieve your financial goals?
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Yes, I'd love to schedule a free consultation.
Not right now, but I'd like more information.
schedule Indexed comes
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