Screen Reader Mode Icon Check SCREEN READER MODE to make this survey compatible with screen readers. Client Questionnaire Question Title * 1. Contact Info Name Email Address Phone Number OK Question Title * 2. How did you hear about Assante? TV Ads Social Media Website Friends/Family OK Question Title * 3. What level of importance is each category below? Not Important Somewhat Important Very Important Estate & Tax Planning Estate & Tax Planning Not Important Estate & Tax Planning Somewhat Important Estate & Tax Planning Very Important Retirement Funding Retirement Funding Not Important Retirement Funding Somewhat Important Retirement Funding Very Important Risk Management Risk Management Not Important Risk Management Somewhat Important Risk Management Very Important Investment Strategy Investment Strategy Not Important Investment Strategy Somewhat Important Investment Strategy Very Important Cash Flow Planning Cash Flow Planning Not Important Cash Flow Planning Somewhat Important Cash Flow Planning Very Important Debt Reduction/Management Debt Reduction/Management Not Important Debt Reduction/Management Somewhat Important Debt Reduction/Management Very Important OK Question Title * 4. Do you save systematically in a retirement program? Yes No OK Question Title * 5. At what age do you plan to retire? 50-55 55-60 60-65 65-70 Other OK Question Title * 6. What $ level of investable assets do you currently have? $0-$250,000 $250,000-$500,000 $500,000-$1,000,000 $1,000,000+ I'd rather not say OK Question Title * 7. If I could answer one question for you, what would it be? OK DONE