Business Questionnaire

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Luis Simon BA, CFP

5 Key Issues Questionnaires

Mutual Funds sold through
Ten Star Financial Inc.

Financial Planners Standards Council

Business Questionnaire

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5 Key Issues Questionnaire

Complete this short questionnaire and check the box that reflects your present situation. Your response to the questions will serve as discussion points when we meet.

If you accumulate as many NET assets in the NEXT five years as you just did in the LAST five years, are you going to be satisfied with your progress at that point?

No
Yes
Don't know

If you suffered an injury or illness could you financially withstand a prolonged period without income?

Definitely not
A Plan is already in place
Not sure

If you own a corporation how are your debts insured?

Debts are insured with a corporate policy
Debts are insured with bank creditor insurance
Debts are not insured

Have you taken the simple steps to ensure your surviving spouse does not inherit a business (or shares) that they have neither the interest nor the skill in running?

At this point nothing has been addressed
There is an agreement in place but it hasn't been updated in years
They would inherit my share of the business

Could your corporation benefit from restructuring strategies that will SAVE you money and PROTECT assets from creditors and litigation?

My accountant has implemented a strategy
Yes, review my structure with no obligation
Our business is not yet at that stage

If you would like to make additional comments, please enter them here.

My office adheres to the "Do Not Call Legislation". Do we have your permission to call you by phone to schedule an appointment?

Yes
No

First Name:

Last Name:

Phone:

Email:

Please provide the name of the person who referred you if you are a referral.

Verification: *Please enter the characters as shown in the image below.

Luis Simon (306) 569-3120

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