"QRS" Client Survey

  • Client Survey

  • Intro Script
    Note: this process is initiated at the end of the appointment with your client.

    Lastly before I leave, based on some of the information you provided earlier- I have a brief client survey to complete with you. Our member services department can help clients with several aspects of their overall retirement plan and I want to make sure we aren’t missing anything.

  • Do you have a portion of your Retirement Savings Protected from Stock Market Losses?
  • Would that be important to you?
  • Outside of Life Insurance, do you currently have anything else in place that would pass on to your family if you died? Such as Checking, Savings, Money Market, CD's, Non-Qualified Brokerage accounts & IRA accounts?
  • May I ask how much?
  • Do you have a plan that will provide you a Guaranteed Lifetime Income?
  • Would that be important to you?
  • We have an amazing team of specialists with our company dedicated to helping people protect their retirement plan and they are very experienced! They will be reaching out to schedule a Free Retirement & Future Income Review. Be on the look-out for someone to contact you from our Member Services Team. How does that sound?
  • What is normally the best time of day to reach you?

  • Client Info

    Submit this information along with your survey answers.
  • Client's Date of Birth
     - -
  • Format: (000) 000-0000.

  • Agent Info

    Submit this information along with your survey answers.
  • Quility Retirement Solutions Approach (If client has more than $100K of assets):
  • Format: (000) 000-0000.
  • Should be Empty: