< Back to Member Services Welcome to the Family! We’re so excited to create policy tools for you to help you understand and utilize your policy contract. This questionnaire is your first step to receiving policy tools! PLEASE take the time to answer each question appropriately and with the most accurate information that you have. This questionnaire could take 5 min or 25 depending on your answers so be patient and you’ll be on your way to a deeper understanding in no time! Get Started by Entering your Name and Email!What's Your Full Name? First Name Last Name Best Email? This is the Email that Will Recieve Your Completed Tools! Let's Find Out About Why You Started!Let’s start with your #1 Financial goal currently! I know you might want to accomplish a whole slew of things with your policy contract, but let’s focus on 1 specific target as your first goal! Using my policy, I would like to...* Pay Off Debts Maximize Your Policy for Cash Accumulation Supplement Income/Retirement Finance Upcoming Purchases You’ve probably seen examples of us using policies to purchase cars, purchase houses or pay off debts. What were interested in right now, is your #1 current financial goal. Do you have 3rd Party Debts?If you have outstanding 3rd party debts, we recommend you start with our MAP tool. This tool will show you how to eliminate debt without working any harder, changing your cash flow or taking any additional risk. Do You Have 3rd Party Debts ? Yes No 3rd Party DebtsIt's IMPORTANT that you list the answer to all the questions about your debts, if you would like it to be included in your tools. 3rd Party Debt*Payoff OrderDebt NameTotal Balance OwedMinimum Monthly PaymentMonthly Payment Amount (If more than minimum)Annual Interest Rate *You can add more debts by hitting the "+" sign to the right of the form. Do You Have Upcoming Expenses?Are there upcoming expenses that you must purchase that will need to be financed?Do You Have Upcoming Expenses That Will Be Financed? Yes No What Are Your Upcoming Expenses?Only list expenses that will be financed, because they are necessary for your life, but you don't have the cash on hand to pay for them. Upcoming Purchases*Purchase NameAmount of PurchaseWhen Are You PurchasingAny Other Details You Have (Interest Rate) *You can add more purchases by hitting the "+" sign to the right of the form. Have you ever gone through our tool creation or Mapping process before?Have we worked together before?Is this your first time going through our tool creation? Yes No The Cash Compound and The Money Multiplier.The Cash Compound is a online video learning system that breaks down the ins and outs of utilizing high cash value life insurance as a banking system. As a subscriber you'll have an inside track to learning how to operate your policy efficiently. Use the link below to subscribe if you're a self starter! TheCashCompound.com Δ
