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 aExpanding 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 Name Address Phone ( ) e-mail