SURVEY
During these crazy (COVID-19) times the world is overcoming, it is important we understand the need of services in our community. We want to thank you in advance for helping us with this survey.
Name & Last Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Date of Birth
*
-
Month
-
Day
Year
Date
Email
*
example@example.com
What is your opinion on Life Insurance?
*
Good
Bad
Needed
Not Needed
Why do you believe that?
*
What company do you have your Life Insurance with?
*
Is it Permanent or Term?
Year Purchased:
Death Benefit:
What's your Premium/monthly payment?
Does your current Life insurance give you Living Benefits in case of a stroke, cancer or heart attack?
*
Yes
No
If something were to happen to you today, will your family be able to live the same Life style?
*
Yes
No
Do you trust social security will be available when you retire?
*
Yes
No
Do you currently have one or any of the following?
*
IRA
401K
403B
Annuities
None
How much savings do you think you'll need once you retire?
*
$250,000
$500,000
$1,000,000
$2,000,000
If you had the opportunity to start planning today, how much could you save a week?
*
$50
$75
$100
$200
$400+
How comfortable are you with your current plan?
*
Have No Plan
Not Comfortable
Comfortable
What's your monthly budget for Life Insurance?
*
Are you drowning in credit card debt or have a student loan you cant seem to pay off? You may be eligible for a debt resolution hardship program.
*
Yes
No
We provide Financial Literacy Workshops at no obligation to you, would you attend?
*
Yes
No
Home Owners: How much is your electric bill monthly?
*
If you are not a home owner please type N/A
Home Owners: How old is your roof?
*
1-5 years old
5-10 years old
10 + years old
New Roof Needed
Home Owners: Do you want an Energy Savings Report at no obligation to you?
*
Yes
No
Is your current career allowing you to live the lifestyle you'd like to live?
*
Yes
No
Last question..... Do you keep your options open to make extra money that doesn't interfere with what you currently do now?
*
Yes
No
THANK YOU!
We wholeheartedly appreciate you helping us with your participation. This will help us understand the needs in the community.
Submit
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