Retirement Survey

Guardian Group Incorporated Agent: Alafia Whiskey

Phone: (C) 378-4666 (O) 294-7587(PLUS)

Email 1: alafia.whiskey@myguardiangroup.com

Email 2: admin@iwantprosperityplus.com

Website: www.iwantprosperityplus.com

Address: Sean David Branch, Guardian Life,
9-13 Endeavour 1st Street, Endeavour Industrial Estate, Chaguanas
Fact Find Date:*

DayMonthYearHourMinutesAM/PM Option
Retirement Survey
Current Age:
Years Employed:
Intended Retirement Age:
Do you pay Taxes/ PAYE?

YesNo
Do you know that you have a personal allowance of $90,000/ year on your income?

YesNo
Do you know that you can reduce your taxes further using a Registered Annuity?

YesNo
Do you know that up to $50,000/year can be added to your non-taxable allowance through your Registered Annuity?

YesNo
My Retirement Plan: (Select all that apply)

NoneNIS/ GrantCompany PensionRegistered AnnuityUnregistered AnnuityOther
Do you know how much income you would receive from these sources at retirement?

YesNoNot Sure
Have you considered inflation in your retirement needs?

YesNo
If you have a company pension, is your retirement plan transferrable?

YesNoNot SureN/A
Status of Employment:

ContractTemporaryPermanaent
Do you plan on retiring at current place of work?

YesNo
Are you aware that we have an ageing population? (more persons living longer, with a greater quantity of persons above the age of 65 yrs, creating a strain on the system)

YesNo
Are you aware that in certain parts of the world governments have already started to adjust the retirement age further back from age 65 years? To 67, 70 in some cases, before receiving benefits from the state

YesNo

My standard of living will be comfortable based on my current retirement provisions

	1	2	3	4	5

1 is STRONGLY DISAGREE, 5 is STRONGLY AGREE

Are you satisfied with your current retirement provisions?

YesNo
Would you like us to review your financial portfolio?

YesNo