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Virtuity Financial Partners Financial Needs Survey
Jayhawks Money Matters
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1.
Guaranteed retirement income for as long as my spouse or I live
(Required.)
Yes
No
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2.
Protecting my income and assets
(Required.)
Yes
No
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3.
Tax advantaged cash value growth
(Required.)
Yes
No
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4.
Potential to improve portfolio
performance with active management
(Required.)
Yes
No
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5.
Learning more about how we educate about money and in saving more money for yourself?
(Required.)
Yes
No
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6.
Forming an LLC to incorporate my brand
(Required.)
Yes
No
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7.
Building addional income streams
(Required.)
Yes
No
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8.
Developing lifelong passive, residual income
(Required.)
Yes
No
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9.
I know someone who might be interested in improving their financial knowledge
(Required.)
Yes
No
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10.
I would like to set up a FREE FINANCIAL NEEDS analysis ASAP
(Required.)
Live
Virtual
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11.
I would like to work with you to teach my family about how money works
(Required.)
Yes
No
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12.
I would like to help my children save for the future and set them up for financial independence.
(Required.)
Yes
No
13.
What did you hope to gain from this meeting?
14.
What did you like most about the
presentation?
15.
How may we improve our presentation?
16.
Free Financial Needs Analysis Day/time?
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17.
Please enter your name
(Required.)
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18.
Please, enter your phone number and email address
(Required.)
19.
Tax advantaged cash growth
Yes
No
Other (please specify)