WFG FINANCE 101: Personal Finance Strategy Survey
Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
-
Area Code
Phone Number
Email
example@example.com
Are you:
Employed
Unemployed
Self-Employed
Business Owner
Personal Challenges:
Are you suffering from financial losses as a result of the recent economic turn?
Yes
No
Are you concerned about any of the following:
Too many bills or debts?
Yes
No
Lack of savings or investments for retirement?
Yes
No
Lack of preparation for your kids' college education?
Yes
No
Not having enough protection in case of disability, long term illness or even death?
Yes
No
Do you carry any significant financial responsibilities with growing children or aging parents?
Yes
No
Are you concerned about the future of your job or career?
Yes
No
Do you feel that financial terms such as investments, insurance, debt, inflation and tax are difficult to understand?
Yes
No
If you were to choose, what would you rather have?
Better return for your money
Better safety for your money
What is your ideal retirement age?
Financial Solutions:
Do you want to learn how to get your children into a good college with proper funding?
Yes
No
Do you want to learn more about how money works and how to build a proper financial future?
Yes
No
Are you interested in making more money on a part-time basis?
Yes
No
Do you want to explore a new business career in the fast-growing financial industry?
Yes
No
Return Appointment:
Date
-
Month
-
Day
Year
Date
Time
1
2
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4
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:
Hour
00
10
20
30
40
50
Minutes
AM
PM
AM/PM Option
Financial security is not a dream, it is a priority.
World Financial Group, Inc. (WFG) is a financial marketing company whose affiliates offer life insurance and a broad array of financial products and services. Headquarters: 11315 Johns Creek Parkway, GA 30097-1517. Phone: 770-453-9300.
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