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LET ME KNOW YOU A LITTLE BIT.
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Thank you for taking the time to read my story, and I believe my story has resonated with you in some way. Please answer the questions below so I can know more about you.
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Name
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Your answer
Email
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Your answer
City and Province
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Your answer
Phone number
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Your answer
Age
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18-30
31-45
46-60
60+
What do you for living?
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Your answer
Average Monthly Household Income?
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$3,000 Below
$3,000 - 5,000
$5,000+
Are you concerned about any of the following:
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Too many bills or debts?
Lack of savings for retirement?
Lack of preparation for your kids' college education?
Not having a proper income supplement?
I don't know to make my money work for me.
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Which of the following are you looking to learn the most?
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MORTGAGE (Lowest interest rate, Pre-approval, etc)
INVESTMENT (Proper ways to invest money, Invesment risk, etc)
KIDS EDUCATION (RESP and Combined Education)
LEGACY PLANNING (Last Will and Testament, Power of Attorney, and Health Directive)
PROTECTION (Income supplement, Difference of renting and owning the protection)
DEBT (Faster way to get out of debt)
BUSINESS SOLUTION (Key person protection, Corporate Life Protection, Corporate Retirement)
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Rate yourself from 1-10, how confident are you with your financial foundation?
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Your answer
Are you willing to learn how business works for a better opportunity?
Yes
No
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