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:*
     / / :

  • Retirement Survey

  • Do you pay Taxes/ PAYE?
  • Do you know that you have a personal allowance of $90,000/ year on your income?
  • Do you know that you can reduce your taxes further using a Registered Annuity?
  • Do you know that up to $50,000/year can be added to your non-taxable allowance through your Registered Annuity?
  • My Retirement Plan: (Select all that apply)

  • Do you know how much income you would receive from these sources at retirement?
  • Have you considered inflation in your retirement needs?
  • If you have a company pension, is your retirement plan transferrable?
  • Status of Employment:
  • Do you plan on retiring at current place of work?
  • 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)
  • 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
  •    
  • Are you satisfied with your current retirement provisions?
  • Would you like us to review your financial portfolio?
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Date of Birth
     - -
  • Gender
  • What is your most available time?

  • Meeting Preference
  • Address

  • Should be Empty: