Pri-America
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Hello, My name is . Im with Primerica, a division of Citigroup. We are in your neighborhood to find out what peoples beliefs are on the ” Rules of the Money Game”. Would you mind participating in a brief survey? This will only take about 2 minutes. Please answer Yes, No, or Maybe.
Did you know that at the current rate of weath creation only 5% of the population reaching age 65 by next year, will be financially independent? ( $1 million or
more) Yes No Maybe .
According to a recent survey by Money Magazine, only 5% of the population have a written financial plan. Do you think its a coincidence that they are both 5%? Yes No Maybe
Has anyone ever taught you a financial concept called debt stacking? ( It shows how to reduce the number of years and the amount of total interest your scheduled to pay? ) Yes
No Maybe
Did you know that you can invest in professionally managed mutual funds on a tax deferred basis for less than it takes to open a savings account at a bank?
Yes No Maybe
Have you ever been taught a financial concept called ” The Rule of 72″ ( this teaches the approximate number of years it takes to double your money)
Yes No Maybe
6. Most financial plans cost $500 into the thousands. If a financial professional could spend 3-5 hours in developing a customized plan for you free of charge, would you take advantage of it? Yes No Maybe
On a scale of 1-10 how would you rate your desire to be debt free and financially independent?
FNA appointments: I can set a tentative time to meet with you while you confirm it
with your spouse. Could I get your phone number and I will call you as a reminder? I will also leave you