Hot Button Questions

  • "Since you've allowed me to share this time with you, are there any questions or concerns, in particular, that you'd like to discuss first?"

  • "What would you like business financial security planning to do for you?"

  • "Have you done any business financial security planning?"

  • "Are you comfortable with what you have done to protect your most valuable assets — your business income?"

  • "Are you happy with what you've been able to save/invest so far?"

  • "In your view, how should people prepare for retirement?"

  • "What dreams do you have for retirement?"

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