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FINANCIAL FORTRESS QUALIFIER
1.
93% of Canadians don't
have a written,
WEALTH BLUEPRINT.
This results in years of unnecessary work, debt and taxes.
Whereas, a
WEALTH BLUEPRINT
tells you exactly what to do each month, to achieve three major goals. This is a critical step. Would you like our help to create one for you this month?
Yes
No
2.
Not counting your Mortgage, what range of
DEBT
(Loans, Credit Cards) do you still owe?
Less than $5,000
Less than $25,000
Less than $100,000
More than $100,000
3.
TAXES
continue to erode Wealth. It's possible you've neglected to claim $30,000 in tax deductions. For Couples, this could be up to $60,000 in annual deductions you've missed
every year for several years now.
Would you like to learn how to claim them in 2025?
Yes
No
4.
How much do you
INVEST MONTHLY
in after-tax dollars?
Less than $250
$251 - $500
$501 - $750
$751 - $1,000
$1,001 or more
5.
Do you have an
ASSET PROTECTION PLAN
in place and updated within the last 2 years?
Yes
No
6.
Do you invest monthly into highly liquid
FIXED INTRUMENTS?
Yes
No
7.
The Rich don't invest in traditional GICs. They utilize
THE GOLDEN BUTTERFLY,
which provides monthly tax deductions and delivers up to
4X
Expected Returns. Would you like to be taught how?
Yes
No
8.
Do you invest in
RRSPs?
Yes
No
9.
The Rich don't invest in RRSPs. Instead, they deploy
THE THREE ACORNS
, which provide the
same
tax deductions, but are subject to only half the taxation at withdrawal and deliver up to
3X
Expected Returns. Would you like to be taught how?
Yes
No
10.
Do you invest in
TFSAs?
Yes
No
11.
Canada offers a
DOMESTIC TAX SHELTER
, which allows annual deposits, compounding tax-deferred growth and ultimately, tax-free income. Would you like to learn more?
Yes
No
12.
Have you established a
GENERATIONAL WEALTH PLAN
involving Estate Freezes, Holding Corporations and Family Trusts to pass on your wealth to your children in the most tax-efficient manner?
Yes
No
None of the above
13.
NOTES
14.
HOST/AFFILIATE
15.
Client Information
Name
Email Address
Phone Number
Current Progress,
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