Worth The Time?

Are you offering a multi-level (MLM) product or service?

Yes or No

Are you a life insurance agent (financial planner)?

Yes or No

Excluding your current 401(k), do you have at least $25,000 of investable assets, and are you investing at least $200 per month into your non-qualified investments?

Yes or No

Do you have a personally owned disability insurance policy that will replace at least 70% of your gross income?

Yes or No

Do you have "ALL" of the following estate planning documents: Pour-Over Will, Living Trust, Durable Financial Power of Attorney, Health Care Power of Attorney, Living Will, Pre-Need Guardian Affidavit, and Letters of Instruction?

Yes or No

Are you a drug addict, alcoholic, or convicted felon?

Yes or No

Are you a legal citizen / resident of the United States?

Yes or No

Are you a registered representative or investment advisor representative?

Yes or No

Which type of personality are you?

Retainer, User, Delegator, Abdicator, Ignorer