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FINANCIAL LITERACY QUIZ
Your results are kept in confidence for J. Shaw and Associates.
PAGE
1 Do you know your current credit score? (if you don't know your score, move to question 3.)
YES
NO
2 Is your score 750 or above so that you can save the most money and have the most control over your financial position?
YES
NO
3 Do you currently utilize credit-related tools that enable you to monitor your credit reports and credit score, build positive credit habits and remove derogatory items from your credit reports?
YES
NO
4 Do you have all of the following in place: Last Will, Living Trust, Health Care and Financial Power of Attorney?
YES
NO
5 Do you have all of your personal and financial documents and information organized in a place where the appropriate people could easily find it if something were to happen to you?
YES
NO
6 Do you have a savings account that is gaining interest?
YES
NO
7 If you have children, have you started a high-yield savings account for them?
YES
NO
8 Do you have 6 months of lifestyle bills in an account?
YES
NO
9 Are you aware that every 3 seconds someone's identity is stolen?
YES
NO
10 Have you started a retirement plan or know your retirement number needed for a comfortable life?
YES
NO
11 Do you have some type of identity theft protection system currently in place?
YES
NO
12 Do you feel like you are on track to be debt-free at this point in your life?
YES
NO
13 Do you currently have a budgeting and debt-payoff tool or system that helps you pay off your debt efficiently and enables you to know the exact time frame that you will be debt free?
YES
NO
14 Do you have $100,000 or more in life insurance?
YES
NO
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Are you Financially Literate and Responsible? Take the UWE Financial Literacy Challenge & find out!
You next steps will be revealed after your submission. Thank you in advance.
uwe
UNITED WEALTH EDUCATION
1 OF 2
FINANCIAL LITERACY QUIZ
Your results are kept in confidence for J. Shaw and Associates.
Are you Financially Literate and Responsible? Take the UWE Financial Literacy Challenge & find out!
They have the solution!
Rows
YES
NO
15 Do you feel that your formal education or your upbringing sufficiently prepared you to appropriately manage your finances and important personal matters as it relates to protecting your identity, credit, assets, real estate, personal property and family?
16 Do you feel today's educational system is preparing our teens to understand credit, banking, home ownership, and other personal and financial matters that will affect their future?
17 If you knew of an affordable way to get all of the education and services you needed to protect yourself and your family, would you be interested in knowing how to take advantage of it and be open to talking to someone about it, as well as contributing towards financial literacy for youth across the country?
TOTAL (number of "Yes" responses)
If you answered yes to 13 or more of the questions,
congratulations!
You are financially literate, likely responsible for protecting yourself and your family and probably enjoy peace of mind, knowing you have everything in order.
If you answered yes to less than 13 times, you are likely leaving your family unprotected, likely not handling yourfinancial matters as you probably should and you likely don't have the peace of mind you probably want. Therefore, the biggest question for you is, "Are you willing to do something about it?".
Ask the UWE Agent who shared this Financial Literacy Challenge with you on how you could be on the road to protecting your identity, credit, family, finances, lifestyle, and future and how you could also receive $100,000 in Life Insurance.
They have the solution!
FULL NAME:
CELL PHONE:
Format: (000) 000-0000.
EMAIL:
example@example.com
REFERRED BY:
Participating in the UWE Financial Literacy Challenge highlights how much improvement can be made to an individuals financial scenario in areas where many have fallen short due to their previous lack of financial education or awareness. It clearly outlines the missing components that secure a financial future for both our personal and financial affairs and the protection of our families. The good news is United Wealth Education has the solution. The Protection Plan Membership! This exclusive membership is the perfect combination of unique services and benefits that every family needs to protect their identity, credit, finances, assets, and lifestyle, while also providing many significant savings opportunities. Our goal with UWE is to turn the tide of financial illiteracy, and with the Protection Plan, we are taking a major step towards changing how Americans take care of their personal and financial matters. It won't be long before everyone understands that having a Protection Plan Membership is not a luxury but anecessity
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