Strategy Questionnaire - VaultAIS™

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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

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Name*
First Last
Birth Date*
Month
Day
Year
Email*
Cell Phone Number*
Receive Text Messages*
- Yes
- No
Terms*
This document represents an application to meet with a Vault AIS™ advisor and neither guarantees nor implies acceptance into Vault AIS™ or a meeting with one of its advisors.
- I accept

Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
I Prefer to be contacted via:*
We may, from time to time, send you mail, email, and phone calls. However, we would like to know how you prefer to be contacted?
- Phone
- Text Messaging
- Email
- Postal Mail

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
Month
Day
Year
Ages of Children

Please select one of the following that best describes your Employment Situation?
- Employed
- Self Employed - Incorporated
- Self Employed - Not Incorporated

Please select one of the following that best describes your Annual Income Situation?*
- $0-$100k
- $100 - $250k
- $250 - $500k
- 500k - $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?*

If you were to meet with a Vault AIS™ advisor, what would you hope to take away from the meeting?*

What is the #1 challenge or obstacle you are facing with your current financial strategies?*
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