Level of Preparedness Survey

Guardian Group Incorporated Agent: Alafia Whiskey
(C) 378-4666 (O) 294-7587
(E) alafia.whiskey@myguardiangroup.com
(E) admin@iwantprosperityplus.com
(W) www.iwantprosperityplus.com
Address: Sean David Branch, Guardian Life,
9-13 Endeavour 1st Street, Endeavour Industrial Estate, Chaguanas

Date:

DayMonthYearHourMinutesAM/PM Option

Name:*

First Last

Phone Number*

Email*

Birth Date

Complete this simple survey to assess your Level of Preparedness, and we will send you our unique Financial Planning Radar statement that will give you a pictorial representation of your readiness.

0-3: I am very concerned because I know I am inadequately covered/prepared.
4-6: I have started to get covered/prepared, but I am still concerned.
7-9: I am covered/prepared enough that I am not that concerned, but I know there is room for improvement.
10: I am currently fully covered/prepared, with the understanding that I will need to review over time to reflect increases in my income, and inflation.

Health Plan: With immediate discounts by the use of your Health Plan card, it takes some of the stress out of a trip to the doctor.

	0	1	2	3	4	5	6	7	8	9	10

0 is None, 10 is Adequate

Critical Illness: Helps you to maintain dignity during periods of critical illneses, prolonged illness or permanent disability and provide money for areas not covered by conventional health plans (e.g. Salary for private nurse, home adjustments to accommodate disability etc.).

	0	1	2	3	4	5	6	7	8	9	10

0 is None, 10 is Adequate

Disability Income: Income Protection in the event of an accident, disability or sickness.

	0	1	2	3	4	5	6	7	8	9	10

0 is None, 10 is Adequate

Dismemberment: Money to transition to as comfortable a life after dismemberment.

	0	1	2	3	4	5	6	7	8	9	10

0 is None, 10 is Adequate

Annuity - Registered: Provides an income for the rest of your life at retirement, and tax breaks now.

	0	1	2	3	4	5	6	7	8	9	10

0 is None, 10 is Adequate

Annuity - Unregistered:Forms a part of your Long Term Savings towards retirement, but with access to funds if needed after 5 years. No tax breaks.

	0	1	2	3	4	5	6	7	8	9	10

0 is None, 10 is Adequate

Savings - Long Term: Savings toward Personal Long Term goals (5 years and beyond), and to counteract the effects of inflation.

	0	1	2	3	4	5	6	7	8	9	10

0 is None, 10 is Adequate

Savings - Short Term: Accumulates money for the purpose emergencies and immediate use for capitalizing on opportunities.

	0	1	2	3	4	5	6	7	8	9	10

0 is None, 10 is Adequate

Life Insurance - Cash value: Supplements your savings, and in the event of death, it helps to maintain your family’s standard of living, clears off final expenses, mortgage and other outstanding debts, and leaves a legacy. Added Cash value asset.

	0	1	2	3	4	5	6	7	8	9	10

0 is None, 10 is Adequate

Life Insurance - Term: Temporary Life Insurance in the event of death, it helps to maintain your family’s standard of living, clears off final expenses, mortgage and other outstanding debts, and leaves a legacy. No Cash value.

	0	1	2	3	4	5	6	7	8	9	10

0 is None, 10 is Adequate

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