Pre-Class Questionnaire

Course Date

Nameyour full name

Age

Spouse ( if applicable )

Age

Address

Phone

City

Zip

Cell

Emaila valid email

Income Allocation Questionnaire

How confident are you in your knowledge and understanding of the following topics in relation to retirement? There are no right or wrong answers. This assessment is intended to help you gauge the growth of your knowledge base from before attending the course with your level of understanding on these topics afterwards.

Survey2

	Yes	No
1. Do you know if your current income strategy is strong enough to endure a 30+ year retirement?
2. Do you know how to identify and solve for potential retirement income gaps in your current strategy?
Do you know what withdrawal rate you should consider from your current retirement assets given today’s
economic environment?
4. Do you know how sequence risk can affect your overall retirement income strategy?
5. Do you know what options are available for any identified ‘lazy money’ to help ensure your retirement strategy is intact?
6. Do you understand longevity risk and how it can multiply other risks?
7. I would like to schedule a strategy session to explore how various financial strategies and insurance products can help me meet my retirement income goals.
8. I’d like a speaker to present, Income Allocation for my group (civic organization, church, book club, company, etc.) Please contact me.

MAKE INFORMED AND EMPOWERED DECISIONS TO HELP ENHANCE YOUR LIFETIME INCOME!
LET’S DISCUSS YOUR SPECIFIC CONCERNS IN MORE DETAIL
If you answered “No” to one or more questions above, you might want to take time to review your strategy.
If you check “YES,” we will call you to schedule your appointment with a financial professional in our office.

Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.