Financial Fitness Test
How many weeks of your typical retirement month are FULLY funded by your current plans?
• First week only
• Two weeks
• Three weeks
• All four weeks
• I am unsure
Do you have a NEW Life Insurance or an OLD Life Insurance?
• New
• Old
• I don’t know the difference between the two
In case of death, who will get your Life insurance proceeds?
• My beneficiary
• Bank
• I don’t know
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
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
• Not really sure
For more information please contact Aman Bassi
604-744-3310 abassi@saysbc.com