INTEREST SURVEY
(Cae ainda
of interest)
Protecting Your Circle of Wealth
Protecting Your Assets
O Appropriate P & C coverages and limits
O The risks of long term care
O Discussion of wills, trusts, property ownership
O Estate planning and/or estate liquidity
Protecting Your Earnings Power
O My earnings power and options
0 How to protect it economically
Protecting Your Earnings Potential
O Myearnings potential and options
O The role of life insurance
O Securing my future
Preserving Your Circle of Wealth
Wealth Management
O What the ideal financial plan might look like
O Minimizing unnecessary wealth transfers
0 Impact of my lifestyle on my objectives
O Asset effectiveness vs. quality of life
Debt Management
UO Spending, saving and creating wealth
O The best mortgage option
0 Use of debt
0 Debt consolidation
O Budgeting
Taxation
0 Potential problems with compounding
interest
OO The burden of taxation on estates
OO Effective tax strategies
O1 Understanding my Qualified Plan aExpanding Your Circle of Wealth
Coordination
O Getting a handle on the big picture
O Overall asset efficiency
O Planning for college education
D Building my nest egg for retirement
O Maximizing the three types of savings
(taxable, tax deferred and tax free)
O The distribution of assets during retirement
Liquidity, Use & Control
O Making my money do more for me
O What vehicles do this better than others
Long Term Growth
O Understanding my choices, options, and risks
O What's the right vehicle for me
O The role of qualified plans
O Overall asset management
O Asset allocation
O Specific product information
How can we help?
0 I'm OK. now, but let's keep in touch
0 Ihave a few specific questions
O I'd like to hear more about expanding my
overall circle of wealth
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