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Hello: I am about to make a decision to change my career direction and I appreciate your helping me with it. I am thinking about partnering with New York Life as an insurnace agent, and I want to be sure I am making the right decision. Your opinions about some things will be a great help to me in considering this change. It will take approximately 3 to 5 minutes to complete the questionnaire.
Your participation in this study is completely voluntary. There are no foreseeable risks associated with this project. However, if you feel uncomfortable answering any questions, you can withdraw from the survey at any point. It is very important for me to learn your opinions.
Your survey responses will be strictly confidential and data from this research will be reported only in the aggregate. Your information will be coded and will remain confidential. If you have questions at any time about the survey or the procedures, you may contact me at 704-728-7970 or by email at [email protected].
Thank you very much for your time and support. Please start with the survey by clicking on the button below.
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Do you have a retirement plan at work? |
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People are often inundated with sales material on IRA's and the like, but has anyone ever explained how your retirement plan works? |
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Retirement plans and financial planning are of |
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Would you be interested in discussing approaches to these areas? |
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Have you ever done any overall financial planning or estate planning? |
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Would looking at creative ways of saving money interest you? |
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Do you understand life insruance? |
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Do you own life insurance (aside from group insurance at work)? If so, when did you buy your last policy? |
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