Strategy Questionnaire Upon completion of this questionnaire, you will be scheduled to look deeper into the possibilities of securing your vault with the AIS Triangle. Step 1 of 17 5% Name* First Last Birth Date* MM DD YYYY Email* Cell Phone Number*Receive Text Messages*YesNo Address* Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAntigua and BarbudaArgentinaArmeniaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBrazilBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFaroe IslandsFijiFinlandFranceFrench PolynesiaGabonGambiaGeorgiaGermanyGhanaGreeceGreenlandGrenadaGuamGuatemalaGuineaGuinea-BissauGuyanaHaitiHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJordanKazakhstanKenyaKiribatiNorth KoreaSouth KoreaKosovoKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMauritaniaMauritiusMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew ZealandNicaraguaNigerNigeriaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaSaint Kitts and NevisSaint LuciaSaint Vincent and the GrenadinesSaint MartinSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSpainSri LankaSudanSudan, SouthSurinameSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTogoTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.YemenZambiaZimbabwe Country Please select one of the following that best describes your situation.*Married (No Children)Married (With Children)Divorced (No Children)Divorced (With Children)Single Spouse or Partner Full Name First Last Birth Date MM DD YYYY Ages of Children Please select one of the following that best describes your Employment Situation?EmployedSelf Employed - IncorporatedSelf Employed - Not Incorporated Please select one of the following that best describes your Annual Income Situation?*$0-$100k$100 - $250k$250 - $500k500k - $1Million$1Million+ Please select one of the following that best describes your Total Savings & Net worth Situation?*$0-$100k$100k - $500k$500k - $1Million$1Million - $5Million$5Million+ Check all that you have as part of your current Financial Plan?* Life Insurance Health Insurance Mortgage Estate Plan 401k IRA Stocks & Bonds Other Check all that you have as part of your current Financial Team?* Attorney Accountant Banker Financial Planner Stock Broker Life Insurance Agent Real Estate Agent Mortgage Broker Please list the areas that you currently Invest and Save your money:* What kind of Life Insurance do you own and what are the amounts of coverage?* Seriously, why are you not where you want to be financially at this stage in the game?* What is WORKING with your current financial strategy and why?* What is NOT WORKING with your current financial strategy and why?* What have you tried to do already to remedy that #1 challenge or obstacle?* What are you hoping will come out of our time together during our One-On-One Strategy Session?* What is the #1 challenge or obstacle you are facing with your current financial strategies?*CAPTCHA
