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MHenderson Financial Survey
What are your concerns ?
How to Retire at Full Pay
Become Debt Free
Guaranteed Income for Life
Rollover 401K , IRA Risk Free
College Funding Program
Mortgage Protection with Cash Back
Living Benefits: Terminal, Chronic, Critical Illness
Life Insurance that pays 18 different ways
Annuities, upside of the market with no downside risk
What are your biggest Financial Fears ?
Illness or accident draining my bank account.
More money to take care of my family.
Losing money in the stock market.
Controlling Spending & Eliminating Debt.
Loss of Job or Income.
Taxes Going Up & Inflation
What are your major retirement concerns ?
Not having enough money to retire.
Health problems/Rising healthcare cost.
Having to continue to work.
Running out of money in retirement.
Losing money in my 401(k), IRA, 403(b).
Social security running out of money.
How often do you feel stressed about your finances ?
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