Pre- Meeting Form

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Home
Rasheda
- Testimonials
- TV
- Contact
Work With Me
WEALTH
WELLNESS
Giving Back
PRESS

PRE MEETING FORM

* Indicates required field

Name *

First

Last

Date of Birth *

DD/MM/YYYY

Email *

Phone Number *

Nationality *

Country of Residence *

Smoker *

No Yes Quit within last 12 months

Financial Dependants *

Existing Policies *

Existing General Insurances *

How Did You Hear About Us *

Referred By *

Areas of Priority *

If you accumulate as many NET assets in the NEXT five years as you just did in the last five years, are you going to be satisfied with your progress at that point? *

Yes No I don't know - show me more

Is the difference between what you OWN and what you OWE getting WIDER, NARROWER or STAYING THE SAME? *

Getting wider Getting narrower Staying the same I don't know

How many weeks of your typical month in retirement are FULLY funded by your current plans (based on date of retirement until end of projected life expectancy) *

First week only Two weeks Three weeks All four weeks I don't know - help me find out

Does your current life insurance pay you immediately to stay at home on the diagnosis of a critical illness - or would you have to go to work while critically ill? *

Pays me to stay at home while recovering I would still have to go to work I have no idea - please evaluate my situation

How many of your children's further education is going to be fully funded, based on your current financial plan *

One child Two children Three children All of our children I have no idea - help me to find out

Submit

WHAT TO DO NEXT

Download and complete your financial statement
and send to us prior to your free financial review

inc_exp_-_financial_overview.xlsx
File Size:	12 kb
File Type:	xlsx

Download File

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