Please complete this short survey enabling me to better understand your needs. For your convenience, you also have the option of contacting us by e-mail. Please note that no e-mail is 100% secure. We ask that you only provide us with your contact information and your question. Do not include sensitive information such as income, social insurance number. You may also print and fax to me @ 519-396-6881   1. What keeps you awake at night? 1) Passing away too soon 2) Disability 3) Living Too Long 4) DEBT 5) Is Your Financial Home in Order?   2. 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 I don’t know   3. Does your current life insurance policy pay you immediately to stay at home if you are diagnosed with a critical illness – or would you have to continue working? Pays me to stay at home while recovering I would still have to go to work I have no idea – please evaluate my situation with no obligation   4. How long does your partnership agreement guarantee the salaries of directors in the event of a serious illness or disability? 1-3 months 4-6 months No provision in place, as far as I know. Please show me how to create money to provide these securities   5. In the event of a critical illness, disability or untimely death, are your business partnership arrangements set up to leave your spouse with inflexible or unmarketable company shares, or with the flexibility of ready cash? He/she would only inherit shares He/she would receive cash They would have enough to survive on while maintaining their current employment I have no idea – please consult with me on this issue   Name Email Telephone Comments