1) If you accumulate as many NET assets in the next 5 years as you just did in the LAST five years, are you going to be satisfied with your progress at that point?
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2) Is the difference between what you OWN and what you OWE getting WIDER, NARROWER, or STAYING the same?
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3) How many weeks of your typical month in retirement are FULLY funded by your current plans (based on date of retirement until the end of projected life expectancy):
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4) Does your current life insurance pay you immediately to stay at home on the diagnosis of critical illness - or would you have to go to work while critically ill?
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5) How many of your children's further education is going to be fully funded, based on your current financial plan
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6) For how long does your partnership agreement or shareholders agreement guarantee the salaries of directors in the event of serious illness or disability? |
7) Are your business partnership arrangements structured to leave your spouse with inflexible or unmarketable company shares instead of ready cash in the event of your critical illness, disability or death? |
8) Are your corporate bank accounts paying you a high rate of interest for money on deposit? |
| 9) How did you hear about MoneyAdvisor.ca?
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