How Secure Are Your COINZ??

Quiz Questions

• 1.
  Do you keep written a record of your monthly expenses?(I have a written down and/or partially automated budget. I have a checking and savings account for my budget.)

  • A.
    Yes
  • B.
    No
• 2.
  Do you have a written record of your employer name (supervisor) and number?   ( I have given my loved ones the name and phone number of my employer and/or HR Representative.)

  • A.
    Yes
  • B.
    No
• 3.
  Can your beneficiaries access your bank account? (My beneficiaries know who I bank with and have access should they need to pay my bills. Additionally they know how to get in touch with my CPA, insurance agent, certified financial planner, and/or estate planner.)

  • A.
    Yes
  • B.
    No
• 4.
  Do you have a copy of your life insurance policy number & policy amount?(I have adequate insurance for my family for my health, life, disability and home and auto insurance needs.)

  • A.
    Yes
  • B.
    No
• 5.
  Do you have a retirement account? ( I know my retirement goals and have created a plan with my financial planner, HR rep, and/or by myself. I have committed to making contributions to this account. I have a plan for retirement and investment building.) 

  • A.
    Yes
  • B.
    No
• 6.
  Do you have a copy of your estate planning completed? (Estate planning is a will completed with trust with beneficiaries named. This means that  your estate (jewelry, real estate, cash) no matter your amount in the bank account amount has a plan for it.

  • A.
    Yes
  • B.
    No
• 7.
  Do you have other sources of income such as rental income and/or stocks? (Is this information detailed & written down.)

  • A.
    Yes
  • B.
    No
• 8.
  Have you documented all website log in and passwords.  (My family knows how to get into my online accounts should they need to do any online banking and/or pay for anything online. Additionally should any sites ask for 2 factor authentication my family can access that information via may phone.)

  • A.
    Yes
  • B.
    No

Quiz Outcomes

• 1.
  SECURED!! Congratulations!!

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  You are financially secure! Way to go! Want to know how you can continue keeping your finances in order and your COINZ secure? Click the link below.
• 2.
  Almost Secured!! Great Job!

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  You're off to a good start with your finances. Want to secure your COINZ even more? Download the 10 Ways to Secure Your COINZ via the button below.
• 3.
  We Need to Get your COINZ Secured!

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  Okay...we need to ensure that you get your COINZ® secured asap. No worries I can help walk you the necessary steps to stop throwing money out the window and protect all that you have worked hard for!! Lets get started TODAY!