• Free Financial Game Plan

    FNA Questionaire
  • Date*
     - -

  • Section 1

    Personal Information
  • Date of Birth*
     / /
  • Are you a Tobacco user?*
  • Format: (000) 000-0000.
  • Date of Birth
     / /
  • Is your Spouse / Partner a Tobacco user?
  • Format: (000) 000-0000.

  • Section 2

    Dependents
  • Do you have kids?*

  • Section 3

    Assets & Finances
  • Do you have a Family Will?*
  • Do you have a Home Security System to protect your Family and your Assets?*
  • Do you usually receive a Tax Refund?
  • If I could save you money on your Auto & Home, would you be interested?*
  • Rows
  • Retirement (Client)*
  • Retirement (Spouse / Partner)
  • Checking?*
  • Savings?*
  • If we could increase your interest and decrease your fees, would you be interested?*

  • Section 4

    Debt Resolution
  • Do you Rent or Own your home?*
  • Rows
  • If you could pay off your debt 5-10 years sooner, would you be interested?*

  • Section 5

    Income Protection
  • Would you say its important to protect your family if you died too young?*
  • Do you currently have life insurance outside of your job?*
  • Do you feel that your family is properly protected?*
  • IF NO: When a family doesn’t have life insurance outside of work, or is underinsured, its usually because:
  • What would you say best describes you?*
  • If we could get your family properly protected for an affordable price, is this something you’d be excited about?*
  • If you disciplined yourself every month, what is the max amount you could save for your financial future and still be comfortable?*
  • If our FNA analysis shows you need more money coming in to hit your financial goals, would you consider working with us part-time?*
  • If we could provide a better plan for your family, is there any reason you wouldn’t do business with us?*
  • Rows
  • You know your budget better than anyone, what would be your “Comfort Zone” to protect your family?*
  • Allow 5–7 business days for the Broker to follow up and discuss your plan with you. Meanwhile, set a date and time that works best for you so we can get you qualified and go over your life insurance options:
  • Should be Empty: