REWO Test

1

Name

First Name

Last Name

2

Email

example@example.com

3

Phone Number

Area Code

Phone Number

4

1. Have you interviewed multiple financial professionals?

YESNO

5

2. Do you have a written income plan for retirement?

YESNO

6

3. Have you considered multiple social security strategies?

YESNO

7

4. Have you stress tested your current portfolio holdings?

YESNO

8

5. Is your portfolio keeping pace with the market?

YESNO

9

6. Have you explored strategies to improve tax efficiency in retirement?

YESNO

10

7. Have you planned how Social Security and RMDs (Required Minimum Distributions) will impact your taxes?

YESNO

11

8. Will your mortgage be paid off and/or housing expenses planned for?

YESNO

12

9. Have you explored different investment philosophies?

YESNO

13

10. Have you evaluated multiple annuity strategies?

YESNO

14

11. Are you aware of the fees you are paying for your investments?

YESNO

15

12. Have you explored ROTH conversion strategies?

YESNO

16

13. Is your estate plan up to date?

YESNO