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Offering solutions & services to address a of financial issues
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Step
1
of 5
Step 1: Quick Connect
Full Name
*
Mobile number
Email
*
Interest
Attending Event
Join Team
Financial Consultation
Business Opportunity
Country
United States
Canada
City/State
Next
Step 2: Family Snapshot
Married?
Yes
No
Children?
Yes
No
How many?
Ages
Both Working?
Yes
No
Homeowner?
Own
Rent
Next
Step 3: Career & Lifestyle
Job Situation
Stable Career
Growing but want more
Unhappy at work
Household Annual Income Range
100k - 200k
200k - 300k
Above 300K
Business Background?
Yes
No
Goals
Increase Cashflow
Generate More Income
Save for Kids’ Education
Save for Retirement
Next
Step 4: Protection Needs (Term Policy)
Date of Birth
Gender
Smoker?
Yes
No
Height
Weight
Occupation
Existing Life Insurance?
Yes
No
College kids Layout
Next
Step 5: Future Planning
Want to plan for kids education?
Yes
No
Children’s Ages
Expected College Year
401k Current or Previous?
Yes
No
Approx. Balance
Desired Retirement Age
Monthly Savings Ability
$200
$500
$1000
Other
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