Quiz2 Step 1 of 9 11% What's your end game?Are you building your agency to sell? Are you building it to hand it off to a child? Do you plan on working till they drag you out? Either way, DEFINE your end game. How close are you to financial independence?Name First Last Email Are you maxing out your agency 401k plan? I do not have a 401k plan Yes No, but I am funding another type of plan If your income stopped today, how long could you cover your lifestyle with savings? Less than 6 months 6-12 months 1-5 years 5+ years What % of your net worth is represented by the value of your agency? Less than 25% Between 25% and 75% Over 75% I am not sure Is your business succession plan funded for your agency? Yes No I do not have a written succession plan I am not sure Are you paying too much in Capital gains taxes? Yes No I have no idea If you died tomorrow, would your heirs have a difficult time locating all your financial information? Yes, they would have a difficult time. No, I have everything in one place for them Hell, I'm alive and I have a difficult time keeping track of all my data How satisfied are you with your current financial situation? Very satisfied Somewhat satisfied Neutral Unsatisfied I am able to manage finances as well as most other people. Agree Disagree Neutral
