Say a financial crisis or unexpected income disruption happened tomorrow, how prepared would you be?
Fully prepared—I have emergency funds, safe investments, and passive income.
Not prepared—I would struggle financially.
Somewhat prepared—I have savings, but I’m unsure if it’s enough.
Say you suffered a major injury or illness (cancer,heart attack, stroke), how would you cover lost income and medical costs?
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I have a plan that allows me to access money while I’m alive.
I would have to use savings, credit, or liquidate assets.
I’m not sure—I’ve never considered this risk.
Can you say that, you own assets that protect your wealth from inflation and economic downturns (gold, silver, real estate)?
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Yes, I prioritize tangible assets for wealth preservation.
No, most of my money is in cash, stocks, or traditional investments.
I have some assets but don’t have a full strategy in place.
Would you say you have a wealth strategy that grows without market risk and provides tax-free income for the future?
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Yes, I have a tax-free income plan.
No, I rely on traditional accounts like a 401(k) or taxable investments.
I think I do, but I don’t fully understand how taxes will affect my future income.
How confident are you in your retirement and wealth-building strategy?
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Very confident—I have a structured, tax-efficient plan.
Not confident—I don’t have a long-term strategy in place.
I have investments, but I’m unsure about tax impact and long-term security.
Say somthing happens to you, Would you have a financial plan that protects your income and assets if you get sick or injured?
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Yes, I have a strategy in place.
No, I’m exposed to financial risk.
I think so, but I don’t fully understand what I have.