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Financial & Protection Healthcheck
Please take a few minutes of your time to complete the following questionnaire.
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1
Do you currently have shareholder plan in place?
Yes
No
2
If you were diagnosed with a critical illness and could not work, would you have enough financial stability to ensure the business can continue to operate?
Select one answer
Yes
No
3
Do you have critical illness plan in place?
Select one answer
Yes
No
4
If you had no income protection and were unable to work due to sickness or injury, would you be able to continue to pay your bills and support your family?
Select one answer
Yes
No
5
Do you currently have an income protection plan in place?
Select one answer
Yes
No
6
If you are a keyperson within your business and you were to have a critical illness or die, then this would have a serious effect on the company’s profits?
Select one answer
Yes
No
7
Do you currently have keyperson protection plan in place?
Select one answer
Yes
No
8
Do you currently have a pension in place?
Select one answer
Yes
No
9
Do you need advice on your existing pension or would you like to discuss setting up a pension?
Select one answer
Yes
No
10
Do you have a will in place?
Select one answer
Yes
No
11
Have you made a power of attorney?
Select one answer
Yes
No
12
Have you taken advice on inheritance tax planning?
Select one answer
Yes
No
13
Do you have enough cash in your company or personal bank on which you receive minimal return?
Select one answer
Yes
No
14
Do you need advice on getting better returns on your investments?
Select one answer
Yes
No
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