Business Questionnaire

By answering the following 10 questions, you will open up a new way of thinking about your business, its future, and the great ways that we can work together to make it even better.  

I look forward to speaking with you either by phone or in person.  Have an incredible day!


 
1) Is this a partnership?_______   If yes, do you have a written buy/sell agreement?_________
 
2) Is the agreement funded?_____.  If yes, how?___________________________________
 
3) In the event of your death, would your family be able to run the business and provide for themselves financially?_____________or would they have to wait for a buyer first?________
 
4) List Key Employees whose death or disability would jeopardize the company’s profits.
 
a:____________________  b:____________________  c:____________________
 
5) Are you aware that a business can own life insurance on its key employees to protect the business financially in the case of such a loss?_________________
 
6) Did you know that New York Life offers benefits that are voluntarily paid for by the employee?____________
 
7) Do you feel taxes will be higher or lower over the next 30 - 40 years?__________
 
8) If higher, is your current retirement plan exposed to that risk?____________
 
9) Where are your current reserve account assets sitting & what is the rate of return?______%
 
Bank_______ Money Market_______ Bank CD _______Bank Savings_______Other_______
 
10) Would you be interested in an alternative to this cash sitting on the balance sheet?__________
 
BONUS: I’d like to speak with you about maximizing your
Social Security benefits.  Interested?______________
 

As you can see, as a New York Life Agent, I offer much more than just a resource for a death benefit.  I specialize in tax-free solutions that benefit you, your family, your business and your employees during your lifetime.  I look forward to speaking with you soon!
 
New York Life Insurance Company, its agents or employees may not give legal, tax or accounting advice.  Clients should consult their own professional advisors before implementing any planning strategies.

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