Client Questions Flashcards
No Guarantees Clozing Question
Right now, you have no guarantees on your money. How do you feel about gambling with your retirement?
LFP Clozing Question
When was the last time you sat down with a licensed financial professional?
Pay to Lose Money Clozing Question
When did it become okay to pay someone to lose money for you?
Added Bonus Clozing Question
If I get you a bonus to recover some of your losses, would you be open to that?
Money Lost in the Past Clozing Question
How much have you lost in the last _________ (months/ years)? How long did it take to save that amount?
Second Opinion Clozing Question
If you are dealing with something as important as your retirement, doesn’t it make sense to get a second opinion?
FIN# Clozing Question
What is your FIN# (Financial Independence Number)? What is the exact amount of money you are going to make during your retirement?
IGA Clozing Question
What is your income generating asset?
Never Run Out of Money Clozing Question
What if I can show you a way that you will never run out of money in your financial plan, would you allow me to?
Commitments Clozing Question
Would you rather have 12 commitments per year or 1 commitment per year?
Part-Time Business Clozing Question
If the money was right, and it fit into your schedule, would you consider a part-time business?
Protecting your Family Clozing Question
What is the most important thing in your life? Your family, right? Doesn’t it make sense to have protection on the most important thing in your life?
7702(a) Clozing Question
Just curious, are you familiar with the 7702(a) tax-free retirement plan?
Savings vs. Goals Commitment Clozing Question
Would you rather increase your savings commitment, or reduce your goals in retirement?
Improve Family Finances Clozing Question
If I can improve your family’s financial situation, would you allow me to?
Helping BOSS vs Helping Family Clozing Question
Which is more important to you, helping your BOSS build their wealth, or helping your FAMILY build their wealth?
Rate Motivation Clozing Question
On a scale of 1-10, how motivated are you about changing your financial situation for the better?
Put Money in Bank Clozing Quesition
Would you rather put your money in the bank, or where the banks put their money?
Free Signing Bonus Clozing Question
If I can show you a way to recover the loses in your retirement account with a free signing bonus, is that something you would want to take advantage of?
Tax-Now, Later, Never Clozing Question
Would you rather get taxed now, later or never?
Giving Advice Clozing Question
Do you feel comfortable giving advice to people that you don’t personally follow yourself?
401(k) vs. 7702(a) Clozing Question
Now that you know how the 401(k) and how the 7702(a) plan works, which do you think is better for your family and your money?
Tax-Free Money Clozing Question
When you pass away, other than life insurance, what else could provide your family with $500,000 of tax-free money to cover all of your liabilities?
Financial Coach Clozing Question
You’re doing okay on your own, how much better do you think you could do with a financial coach?
Fill out Form Clozing Question
Okay, all I need you to do is fill this form out real quick. Sounds Good?
Cost of Ins Clozing Question
Would you rather pay 2-3% in cost of insurance to protect your retirement and you family, or would you rather pay 28-40% in government taxes?
Safety of Money Clozing Question
Is the safety of your money important to you, or would you rather just cross your fingers at retirement?
6 Financial Steps Clozing Question
Out of these 6 Financial steps on how we help people, what would you say is the most important thing to you and your family at this time, If not ALL of them?
Temporary vs. Permanent Protection Clozing Question
Would you rather TEMPORARILY protect your family or PERMANETLY protect your family?
