Hi, my name is (Name). I am conducting a short 12 question survey to evaluate how people feel about Financial
planning for the future. In return for participating in the survey I want to provide you with this free Final
Wishes Planning Guide.
1. How often do you think about Death and dying and the importance of planning for the
2. What is the size of you family?___________________________________________ _______
3. Do You Own Cemetery property?_________________________________________ _______
4. How important is planning for the future to you?____________________________________
5. Do you believe an individual can leave their family too much Life Insurance?_____________
6. How Do you feel about door to door sales agents?___________________________________
7. What is your primary choice when purchasing Insurance or Financial products? (Telephone, Office, Door To Door
8. Do you feel that the purchase of Life Insurance is a wise decision, or a waste of
9. How confident are you that you have everything in order that if you died today, your children or spouse would
know exactly what to do and have final expense funds available within two or three days of your
you feel is the purpose for Life Insurance?___________________________________
11. On a
scale from 1-10 how would you rate your knowledge of Insurance
12. If the breadwinner of your home passed away what financial shape would your family
be left in?_________________________________
Thanks for taking the time Mr./Mrs. ______ to answer these questions.
Would you mind if I contacted you in a few days to evaluate your current policies and/or offer some free
Tobacco_________________________ Current Health Conditions_____________________________
Telephone number___________________________ email:___________________________________
Agent Mike Matos shared this prospecting idea with me and
I wanted to share it with all of you.