Client Questions

Question 1

No Guarantees Clozing Question

Answer 1

Right now, you have no guarantees on your money. How do you feel about gambling with your retirement?

Question 2

LFP Clozing Question

Answer 2

When was the last time you sat down with a licensed financial professional?

Question 3

Pay to Lose Money Clozing Question

Answer 3

When did it become okay to pay someone to lose money for you?

Question 4

Added Bonus Clozing Question

Answer 4

If I get you a bonus to recover some of your losses, would you be open to that?

Question 5

Money Lost in the Past Clozing Question

Answer 5

How much have you lost in the last _________ (months/ years)? How long did it take to save that amount?

Question 6

Second Opinion Clozing Question

Answer 6

If you are dealing with something as important as your retirement, doesn’t it make sense to get a second opinion?

Question 7

FIN# Clozing Question

Answer 7

What is your FIN# (Financial Independence Number)? What is the exact amount of money you are going to make during your retirement?

Question 8

IGA Clozing Question

Answer 8

What is your income generating asset?

Question 9

Never Run Out of Money Clozing Question

Answer 9

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?

Question 10

Commitments Clozing Question

Answer 10

Would you rather have 12 commitments per year or 1 commitment per year?

Question 11

Part-Time Business Clozing Question

Answer 11

If the money was right, and it fit into your schedule, would you consider a part-time business?

Question 12

Protecting your Family Clozing Question

Answer 12

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?

Question 13

7702(a) Clozing Question

Answer 13

Just curious, are you familiar with the 7702(a) tax-free retirement plan?

Question 14

Savings vs. Goals Commitment Clozing Question

Answer 14

Would you rather increase your savings commitment, or reduce your goals in retirement?

Question 15

Improve Family Finances Clozing Question

Answer 15

If I can improve your family’s financial situation, would you allow me to?

Question 16

Helping BOSS vs Helping Family Clozing Question

Answer 16

Which is more important to you, helping your BOSS build their wealth, or helping your FAMILY build their wealth?

Question 17

Rate Motivation Clozing Question

Answer 17

On a scale of 1-10, how motivated are you about changing your financial situation for the better?

Question 18

Put Money in Bank Clozing Quesition

Answer 18

Would you rather put your money in the bank, or where the banks put their money?

Question 19

Free Signing Bonus Clozing Question

Answer 19

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?

Question 20

Tax-Now, Later, Never Clozing Question

Answer 20

Would you rather get taxed now, later or never?

Question 21

Giving Advice Clozing Question

Answer 21

Do you feel comfortable giving advice to people that you don’t personally follow yourself?

Question 22

401(k) vs. 7702(a) Clozing Question

Answer 22

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?

Question 23

Tax-Free Money Clozing Question

Answer 23

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?

Question 24

Financial Coach Clozing Question

Answer 24

You’re doing okay on your own, how much better do you think you could do with a financial coach?

Question 25

Fill out Form Clozing Question

Answer 25

Okay, all I need you to do is fill this form out real quick. Sounds Good?

Question 26

Cost of Ins Clozing Question

Answer 26

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?

Question 27

Safety of Money Clozing Question

Answer 27

Is the safety of your money important to you, or would you rather just cross your fingers at retirement?

Question 28

6 Financial Steps Clozing Question

Answer 28

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?

Question 29

Temporary vs. Permanent Protection Clozing Question

Answer 29

Would you rather TEMPORARILY protect your family or PERMANETLY protect your family?