Example Questions
Needs Assessment
- Are you looking for a safe and predictable way to grow your retirement income?
- Worried about market volatility impacting your future income?
- Do you have an older 401k or IRA with fees eating away at your gains?
- Is protecting your principal and leaving a legacy for your loved ones a priority for you?
Probing Questions
-
Do you currently have any bank certificates of deposit or other fixed-income investments?
If so, what are your concerns about their current rates or maturity dates? -
Are you nearing retirement or planning for the future?
What are your biggest financial concerns when it comes to securing income and leaving a legacy? -
Do you have any existing retirement account, like 401 (k)s or IRAs?
How satisfied are you with their growth potential and flexibility? - Are you worried about the volatility of the stock market and its impact on your retirement savings?
- Are you interested in options that offer guaranteed growth and protect your pricipal, even if the market takes a downturn?