Kostenlose Test-Vorlage für financial advisers

How ready are you for retirement?

Scores savings, pensions, spending plans and protection, so an adviser can start the right conversation.

13 Fragen · etwa 2 Min. · English

Was er misst

Savings and pensions: You know what pensions and savings you have and roughly what they could give you.
Your retirement plan: You have a clear idea of when you want to stop working and what you want to spend.
Closing the gap: You have checked whether your income will cover your plans and know what to do if it does not.
Protection and safeguards: You and your family are covered if illness, death or a change of plans gets in the way.

Wer ihn macht

People aged 40 to 60. Jeder Teilnehmer bekommt Punkte nach Bereich und einen für ihn geschriebenen Bericht; Sie bekommen die E-Mail-Adresse, die Punktzahl und eine kurze Notiz, was er braucht.

Ausprobieren. Meridian Wealth ist erfunden; Test und Bericht sind echt.

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