Please select one

Gender

Martial status

Do you have any dependents? If yes, how many dependents under 18 currently live in your household?

Please select tour employment type

Do you have group benefits for you or your employees?
Health insurance is the basic coverage in group benefits.
It might also include one or more of the followings:
Life insurance
Disability insurance
Critical Illness insurance
Other benefits
Please select one

Please share with us why you don't have group benefits offered to your employees
Select all that apply

Does your employer offer group benefits as part of your employment benefits?
Health insurance is the basic coverage in group benefits.
It might also include one or more of the followings:
Life insurance
Disability insurance
Critical Illness insurance
Other benefits
Please select one

Do you have a financial advisor?

Satisfaction

Trust

Will you seek second opinion?

Please share with us in your own words what makes you feel like that towards your advisor.

How do you decide which financial advisor you want to work with? Please select more then one.

Have you set any financial goals for the future?
Financial goals can be one or more of the following:
Saving for buying a home or other big purchase (business, car, vacation, investment, etc.)
Planning and saving for retirement
Saving for kids high education
Financial security planning

Please select all the relevant reasons applicable to you

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