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Groups Profiling Quiz
GoPlan101
2021-03-03T14:49:50-05:00
Get Your Own Personal
GoPlan Guide
How does GoPlan 101 help benefit you?
GoPlan 101 has a large selection of topics and services that are attractive to different audiences. We understand if you don't know where to start which is why upon taking this quiz you'll receive you're own personal GoPlan 101 Guide!
What is your age?
*
Under 24
25 - 39
40 - 54
55 or Above
What is your employment status
*
Employed
Unemployed
Retired
Student
What is your annual income?
*
Under $49,000
$50,000 - $99,000
$100,000 - $199,000
$200,000 or Above
Your answers to the following questions will assist us in creating your GoPlan Guide and help to direct you around our site!
How satisfied are you with your monthly budget?
*
Satisfied
Unsatisfied
Very Unsatisfied
Are you interested in learning tax planning strategies?
*
Yes
No
How knowledgeable are you on stocks and investments?
*
Knowledgeable
Unknowledgeable
Very Unknowledgeable
How satisfied are you with your estate plan, will, and/or trust?
*
Satisfied
Unsatisfied
I don't have a will/ trust/ estate plan
How knowledgeable are you on Social Security?
*
Knowledgeable
Unknowledgeable
Very Unknowledgeable
How knowledgeable are you on Medicare?
*
Knowledgeable
Unknowledgeable
Very Unknowledgeable
Are you a homeowner?
*
Yes
No
Are you currently paying off student loans?
*
Yes
No
Do you currently have credit card debt?
*
Yes
No
Do you have any kids?
*
Yes
No
How satisfied are you with your life insurance plan?
*
Satisfied
Unsatisfied
I don't have one
Are you interested in learning about long term care options?
*
Yes
No
How satisfied are you with your retirement plan?
*
Satisfied
Unsatisfied
Very Unsatisfied
Enter your info below!
You're almost finished! Upon entering your info, check your email for your personal GoPlan 101 Guide.
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*
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Last
Email
*
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