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EXCLUSIVE INTERVIEW: 20/20 PERSONAL BANKING SYSTEM
Link Five
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Schedule Your One-On-One Strategy Session
Upon completion of this questionnaire you will be scheduled with Michael Isom to look deeper into the possibilities of leveraging the 20/20 Personal Banking System in your life.
0%
First Name
Last Name
10%
Birth Date
Email
Cell Phone
Receive Message
Yes
No
17%
Address
City
State
Zipcode
Country
United States
United Kingdom
Australia
Canada
France
New Zealand
India
Brazil
Afghanistan
Åland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Colombia
Comoros
Democratic Republic of the Congo
Republic of the Congo
Cook Islands
Costa Rica
Côte d'Ivoire
Croatia
Cuba
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
East Timor
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Faroe Islands
Fiji
Finland
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Grenada
Guatemala
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Mauritania
Mauritius
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Curacao
Nicaragua
Niger
Nigeria
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Poland
Portugal
Puerto Rico
Qatar
Romania
Russia
Rwanda
Saint Kitts and Nevis
Saint Lucia
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
Spain
Sri Lanka
Sudan
Suriname
Swaziland
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Togo
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Tuvalu
Uganda
Ukraine
United Arab Emirates
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
Virgin Islands, British
Virgin Islands, U.S.
Yemen
Zambia
Zimbabwe
26%
Please select one of the following that best describes your situation.
Married (No Children)
Married (With Children)
Divorced (No Children)
Divorced (With Children)
Single
31%
Spouse or Partner First Name
Spouse or Partner Last Name
Birth Date
Age of children
37%
Please select one of the following that best describes your Employment Situation? *
Employed
Self Employed - Incorporated
Self Employed - Not Incorporated
41%
Please select one of the following that best describes your Annual Income Situation? *
$0-$100k
$100 - $250k
$250 - $500k
500k - $1Million
$1Million+
45%
Please select one of the following that best describes your Total Savings & Net worth Situation? *
$0-$100k
$100 - $500k
500 - 1Million
1Million - 5Million
5Million+
49%
Check all that you have as part of your current Financial Plan? *
Life Insurance
Health Insurance
Mortgage
Estate Plan
401k
IRA
Stocks & Bonds
Other
55%
Check all that you have as part of your current Financial Team? *
Attorney
Accountant
Banker
Financial Planner
Stock Broker
Life Insurance Agent
Real Estate Agent
Mortgage Broker
60%
Please list the areas that you currently Invest and Save your money: *
67%
What kind of Life Insurance do you own and what are the amounts of coverage? *
72
Seriously, why are you not where you want to be financially at this stage in the game? *
78%
What IS WORKING with your current financial strategy and why? *
83%
What is NOT WORKING with your current financial strategy and why? *
87%
What have you tried to do already to remedy that #1 challenge or obstacle? *
91%
What are you hoping will come out of our time together during our One-On-One Strategy Session? *
96%
What is the #1 challenge or obstacle you are facing with your current financial strategies? *
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