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Legacy Risk Audit
The Legacy Risk Audit only takes a few minutes to complete!
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1
Infusionsoft Tags
Risk Assessment Requested
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SND 2018 11
SSA Allen 2018 11
PPI
RISK Audit Consult
Requested Free Offer Online
Indoctrination: Completed
Indoctrination - Start
Free Content Offer - Start
SSA mckinney 2018
no will
A. Customer Business Owner
A. Customer Business Owner Weekend
Invitation to Workshop
Workshop 1
Workshop 2
Workshop 3
Workshop 4
Workshop 5
Workshop 6
Workshop 7
Workshop 8
Workshop 9
Workshop 10
Workshop 11
Workshop 12
A Family Leader
Registered for Workshop
Attended Workshop
Risk Audit Completed
Risk Audit - Avoider
Risk Audit - Anticipator
Clean List
Email Typos
Filled Out Contact Us Form on Website
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2
Have you
defined
how you want to experience life, be remembered, and what you want to leave behind?
*
This field is required.
Define your legacy to make the rest of your life the best of your life.
YES
NOT YET
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3
Have you
defined what quality of life
means to you?
*
This field is required.
Make these decisions in advance so that you have the resources you need to enjoy the life you desire.
YES
NOT YET
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4
Have you
organized
all your important information, including passwords, in one location for easy access?
*
This field is required.
Organize your documents and share them with 2 trusted family members helps them help you.
YES
NOT YET
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5
Do you have a will/trust/estate plan?
*
This field is required.
These legal documents protect you while you are alive and help your family after you are gone.
YES
NOT YET
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6
Does your family
know and trust your advisors
(CPA, attorney, financial planner)?
*
This field is required.
Create a team of advisers and family members now to empower them later.
YES
NOT YET
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7
Do you have a personal long-term care policy, or other resources, to
cover extended medical and living aid expenses?
*
This field is required.
Plan ahead for "what if" so you can enjoy the quality of life you desire, and reduce stress for your family.
YES
NOT YET
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8
Do you have
adequate financial resources
to enjoy your desired quality of life and create your financial legacy?
*
This field is required.
Advanced decisions are the key to understanding your financial needs.
YES
NOT YET
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9
Do at least two trusted family members or
friends
have access to
your important information and
have confidence to speak for you
in a medical emergency?
*
This field is required.
Communicate your wishes in advance to empower others to speak for you when you can't speak for yourself.
YES
NOT YET
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10
Do you have an
emergency plan in place
so that your bills are paid, family, pets, and household are cared for
?
*
This field is required.
This plan protects your assets, reduces stress, and allows you to enjoy your desired quality of life.
YES
NOT YET
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11
Have you
reviewed
your estate plan in the last 24 months?
*
This field is required.
Review your entire estate plan to make sure it reflects your current wishes.
YES
NO
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12
Do you have a
budget for investing in personal development
for you and your family?
*
This field is required.
Developing your family's competencies is the best investment you can make.
YES
NOT YET
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13
Do you have a
system to prepare future generations
to answer YES to the previous questions?
*
This field is required.
Creating a system is the key to preventing wealth transfers BEFORE THEY HAPPEN.
YES
NOT YET
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14
Name
*
This field is required.
Please provide your name so we can send you the results of your audit.
First Name
Last Name
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15
Please enter your Email address to see results!
*
This field is required.
example@example.com
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