1. Home
  2. Flashcards
  3. Preview

questions

  1. My main concern is retirement
    • Do you have an IRA?
    • Where is it?
    • What rate is it earning?
  2. My main concern is retirement
    • How are you currently preparing for retirement
    • What concerns you most
  3. CDs
    What rates are you currently earning on your CDs
  4. I dont have any money
    I understand.  Will you have any money coming available soon
  5. I'm not interested
    • I understand. Is it the timing or the type of investment
    • What has been your favorite way to save money
Author
big80smusic
ID
161579
Card Set
questions
Description
Prospecting Questions
Updated

  1. Home
  2. Flashcards
  3. Preview