Survey Form for Appointment – 24-7 Financial services

Name *

First

Last

Email *

Phone / WhatsApp No *

During current Covid19 and Movement Control Order (MCO), how have you been spending time at home? *

Have you read about the Covid19 resilience package announced by our government? Some of the measures apply to you ? *

Yes
No

Has Covid19 affected you negatively ? *

Yes
No

Do you have the following concerns during current COVID19 outbreak? Because Many of our customers are calling us! (This question is Suitable for senior citizens, children with elderly parents or people with pre-existing illnesses to answer):-

Calling your insurance agent to review the plan you have bought with, in particular hospitalization, critical illness and income protection.
Want to know what you CAN and CANNOT CLAIM in the unfortunate event of being diagnosed with COVID19.
Fear that after getting COVID19, you will not be able to get anymore coverage.
Concern with your finances right now as a result of COVID19.

Do you have the following concerns during current COVID19 outbreak and are you keen to find out ? Because many of my younger customers are now asking (This question is Perfect for young adults to answer)

How you can better manage your hard earned money so that you are crisis proof.
Help you build a second stream of guaranteed income.

Is this something you are also concerned with too ? Because many of my customers’ children are about to go to university but their kids’ education savings are still locked in investment (This question is Perfect for parents with school-going children to answer)

Are you wondering if you should liquidate but if you do so, you are doing it at a major loss. So you are very confused right now.
You have experienced this financial setback, you want to find out if there are alternative ways to build up an education fund for your young children that is crisis proof.

Is this something you are also concerned with too ? Because many of my customers’ retirement plan has been sabotaged by COVID19, so they are asking me how they can still retire comfortably as planned with this sudden crisis.(This question is Perfect for customers in their 40s who are planning for retirement to answer)

Your only source of income is now at stake because you are forced to take no pay leave and pay cuts
To make things worse, your expenses are still sky high! Mortgage, loans,debts,school fees,etc

Is this something you are also concerned with too ? Because many of my customers got a sneak preview of what it is like to retire with no work and no pay, thanks to COVID19. So many of them are now asking me to help them crisis-proof their finances: (This question is Perfect for customers who are negatively affected by COVID19 to answer)

Your income has stopped.
Your savings are drained but your expenses continues.
You realized that if you failed to prepare now, you will likely suffer in the future and even burdened your own children.

If any of the above questions concern my customers, are there any of them concern you ?

Yes
No

If “ Yes”, thanks for sharing the concern with me. Why is this a concern for you too ? What will be the consequences if this concern of yours isn’t resolved fast enough?

Pls answer in the box

Do you prefer any of the suggested platforms to do our discussion? Pls select.

Phone Calling
WhatsApp/WeChat
FB Messenger
Zoom Meeting

If your answer is “YES” to any of above platforms for further discussion,which date and time works best for you ?

Pls answer in the box

A friendly reminder will be sent to you a day before and I am super excited to contact you at your preferred date and time. Hope we can start chatting already, just like a face to face meeting. To recap, the reason why you want to meet me is because you want to ...(please answer)

Please answer in the box