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How often would you like to review your Family Fraternal Service Record?
 
Quarterly
 
Semi-Annually
 
Annually
 
Bi-Annually
 
 
 
Where do you prefer to have your Confidential review?
 
Home
 
Knights of Columbus Service Center
 
No Preference - either is fine
 
 
 
Do you think taxes will go up in the future?
 
No
 
Yes
 
 
 
Could taxes go up a lot in the future?
 
Yes
 
No
 
 
 
Do YOU want to pay those taxes?
 
Yes
 
No
 
 
 
What are you plans NOT to pay those taxes?
 
I have a plan
 
I do not have a plan
 
 
 
Do you have enough confidence to your financial planner to get a second opinion?
 
No
 
Yes
 
I do not have a financial planner
 
 
 
At what age would you like to retire?
 
55
 
60
 
62
 
65
 
70
 
75
 
Never
 
 
 
Do you have Long Term Care?
 
Yes
 
No
 
 
 
Do you own Permanent Life Insurance
 
Yes
 
No
 
I do not konw
 
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