Question 1

My goal for this account is to _____________

Question 2

What are you looking for in a financial advisor?

Question 3

When it comes to investing my tolerance for risk is:

Question 4

I have _______ understanding of Financial Markets.

Question 5

I have _______ understanding of Options.

Question 6

Which asset classes are you interested in?

Question 7

Have you ever lost 15% or more of your portfolio in one year?

Question 8

If I ever were to lose 15% or more of my portfolio
in one year I would ________________.

Question 9

Would you be willing to limit your upside gains
to reduce your downside losses?

Question 10

One year from now, I would be comfortable with
my initial investment fluctuating between

Options-based insurance for your portfolio

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