QUESTIONNAIRE, CONFIDENTIAL

Hi there,

and welcome to my blog.

If you would like a free illustration of what owning your own private reserve banking system (Infinite Banking) might look like for you, please complete our online worksheet at the link below,

 

If you have multiple debts or incomes or investments etc., please use the eCQ

1/ eConfidentialQuestionaire

simplified version

2/ Confidential Questionnaire-Plain-Debt-Diagnosis-Monthly-Expenses,

Additional Feasibility Study for Business Owners.

3/ eFeasibilityStudyforBusinessOwners

then save and email it back to me

 

My email address is (jennifer@debtdiagnosis.com).

Please also call me on 845-649-7487 so we can set up a time to create a plan that meets your needs, via gotomeeting.

How to password protect your confidential questionnaire before sending it to me, if you choose to do so. (Not Necessary)

Before you save your questionnaire…..click on the TOOLS drop down box to the left of the SAVE button,

and then click General Options……..

Next, type in your desired password. You can either send me the password via a text to 845 649 7487, send in a separate email or call me with it.

You can also choose to just write the first letter of your last name and when I print it out I will complete it for my records.

If you are interested in understanding the value of managing the tracking of your expenses for fast Debt Elimination as well as wealth building, (using the WORTHUNLIMITED Software), please call me today.

We are happy to provide a demonstration of the software features with suggested ways of attaining your financial goals. You can watch a 13 minute video to learn more about the WORTHUNLIMITED Software Capabilities here.

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6 Responses

  1. Gregorio Strickland - July 25, 2012

    Wealth building is quite difficult but with perseverance it is quite possible. Oftentimes, hard work and innovation are the two things needed to succeed in business..*.*’

    With appreciation
    caramoan.ph

  2. Roxie Gravel - February 25, 2013

    Your biggest obstacle to attaining wealth is YOU. Too often, people live their lives in a manner that is not conducive to creating riches and then get frustrated at “the system” when they only really have themselves to blame. ^

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  3. Jennifer - February 25, 2013

    Our society does not teach proper money management at any level of the education system in this country. Any lessons given are from the financial institutions themselves, and whose best interest do they have at the forefront of their education? Theirs of course.
    Everything they teach us to do is for their best interest and/or the government’s best interest.

    For instance, let’s take the 401k and all qualified plans as an example:
    1. they are called ‘saving for retirement’ plans when in fact they are volatile investment vehicles.
    2. Tax deferred is sold as a benefit. Tax postponed is a more accurate description. But this is only half the story also.
    3. The tax calculation is also postponed. Will taxes be higher or lower when you sell to withdraw any money left in the account? And with the increase in boomers retiring, who will be there to buy them anyway?
    4. How many years are there penalties associated with qualified plans? If you start contributing at age 20 and pass away at age 85, from age 20 to age 59 1/2 there is a 10% early withdrawal penalty, on top of taxes and from 70 1/2 on, there is a 50% penalty, on top of taxes, if you do not sell to withdraw your money. So for 11 years over the lifetime there are no penalties associated with these plans.
    5. Your money is in jail, for you, but money makes money when it is moving. The one in control of the money moves it and earns fees every time it moves, whether it gains or loses for the owner of the money.
    6. Because your money is tied up in these plans most people are now forced to go to financing institutions to purchase major capital purchases. Now they are paying more interest to these institutions than they are earning on their retirement plan investments.
    7. People are paying taxes on the seed and the harvest instead of just the seed in most cases.
    8. The statements received do not depict the true balance of the owners money so they think they have more than they actually do have. It does not show fees and of course does not show taxes because the tax rate is unknown at the time until the money is withdrawn.
    9. People are taught to over fund or maximize their contributions however, the math shows us that paying more than what you receive as a match from your employer lowers your rate of return.

    Do you see my points? Most people have no idea how to maximize the use of each dollar they earn; the money they spend most of their lives slaving away to earn.

    10. One more important point I would like to make is this: If we want to see any type of change in the monetary system in this country we must actually take our money out of the central banks and the stock market system. Moving our money into the insurance sector makes it much safer, helps prevent inflation, and can have not just guaranteed growth but we can also earn tax advantages dividends if we move into the mutual insurance company sector where a group of like minded people work together for a common goal of protection and growth of their money.

  4. Barry Silverman - April 25, 2013

    Kudos to you for pointing out some of the flaws of 401(k) plans. I would suggest though that people take advantage of company matching because that is effectively a 100% return on your money for every dollar you put into the plan you get an additional dollar from your employee. Beyond the match however one should be careful. it is better to put your first dollars into life and disability insurance to make sure your greatest assets, you, the producer of all of the income necessary to make investments and purchases, is protected.

    Another flaw of 401(k) investing occurs when people put long term growth assets, such as equities into a plan. These assets have a built in tax advantage because gains realized beyond 6 months are taxed at much lower capital gains rates. That advantage’s lost through a 401(k) plan because the money is taxed as ordinary income when withdrawn. It is better to put fixed income investments such as bonds into a 401(k) because they have not built in tax advantage.

  5. Jennifer - January 18, 2014

    Thanks for your comment Barry. I had meant to thank you when you wrote it but better late than never I hope.

  6. menaki kundu - September 12, 2013

    Hi!
    Jennifer,
    I see the questionnaire in the site bar but not the link that will lead me to it. Sorry!
    Could you direct me to it please
    Thank you
    m

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