Market Research - Service Template
Exit this survey

*
1. How do you feel about saving and investing on a regular basis?

How do you feel about saving and investing on a regular basis?

*
2. How well do you feel about your overall financial planning you have done so far?

How well do you feel about your overall financial planning you have done so far?

*
3. What are some traits or characteristics that you would look for in a financial professional whom you would place your trust with?

What are some traits or characteristics that you would look for in a financial professional whom you would place your trust with?

*
4. Describe a positive experience that you have had with a financial planner, representative, or agent.

Describe a positive experience that you have had with a financial planner, representative, or agent.

*
5. How important has an agent, financial advisor, or professional been to your overall financial planning strategy?

How important has an agent, financial advisor, or professional been to your overall financial planning strategy?

*
6. How often do you think you should meet with your advisor?

How often do you think you should meet with your advisor?

*
7. How do you feel about what a loss of income would mean to your family?

How do you feel about what a loss of income would mean to your family?

8. What thoughts do you have about social security?

What thoughts do you have about social security?

*
9. IF as a result of your help, I decide to join New York Life as a Financial Services Professional, would you be willing to meet with me to discuss your insurance and financial planning?

IF as a result of your help, I decide to join New York Life as a Financial Services Professional, would you be willing to meet with me to discuss your insurance and financial planning?

*
10. Name:

Address:

Phone #:

Age:

Email:

Name: Address: Phone #: Age: Email:

Market Research - Service TemplateExit this survey

*1. How do you feel about saving and investing on a regular basis?

*2. How well do you feel about your overall financial planning you have done so far?

*3. What are some traits or characteristics that you would look for in a financial professional whom you would place your trust with?

*4. Describe a positive experience that you have had with a financial planner, representative, or agent.

*5. How important has an agent, financial advisor, or professional been to your overall financial planning strategy?

*6. How often do you think you should meet with your advisor?

*7. How do you feel about what a loss of income would mean to your family?