Khatter Financial – Build a Profile

What is your gender? Sex at Birth

Male
Female

Or call us at 1-800-975-2863. All we really need is your gender, current state of residency, full name, date of birth, phone number and email address and we can get back with you. However the more information you provide the better you can help us get you an accurate price point and a quote.

What state do you currently reside?

Or call us 1-800-975-2863. All we really need is your gender, current state of residency, full name, date of birth, phone number and email address and we can get back with you. However the more information you provide the better you can help us get you an accurate price point and a quote.

What is your name?

First

Middle

Last

Or call us at 1-800-975-2863. All we really need is your gender, current state of residency, full name, date of birth, phone number and email address and we can get back with you. However the more information you provide the better you can help us get you an accurate price point and a quote.

What is your date of birth?

Or call us at 1-800-975-2863. Life insurance is largely based upon age so this will help us get the most accurate price point.

Can we please get your phone number?

Or call us at 1-800-975-2863. We will call you every once in a while but promise not to bombard you with phone calls.

What is your email address?

Or call us 1-800-975-2863. To send you a quote, follow up or do a policy review we have better things to be doing than spamming you all day.

What would be the best way to contact you?

Or call us at 1-800-975-2863. If does not apply leave blank.

Do you have any existing life insurance or annuity contracts?

Yes
No

Do you currently have any policies or get coverage through your employers? Always review your policies or call us at 1-800-975-2863.

If you currently have a policy how much coverage, how long have you had it for and roughly how much are you paying on it? Who is your current agent, company and are you satisfied with their service?

Or call us at 1-800-975-2863. You have come to the right place we have helped thousands of clients, individuals, families and businesses find the right policy at a reasonable price point. We can do a much better job than your current agent/ company or no deal. If does not apply or not sure leave blank or type N/A.

What are you intentions with your existing life insurance or annuity contract? Please select all that apply

Or call us at 1-800-975-2863. If does not apply leave blank.

May I ask you what brings you to Khatter Financial? Are we the first company you called?

Or call us at 1-800-975-2863. You have come to the right place we have helped thousands of clients, individuals, families and businesses find the right policy at a reasonable price point. We can do a much better job than your current agent/ company or no deal. If does not apply leave blank or type N/A.

Are you currently employed?

Or call us at 1-800-975-2863. If does not apply leave blank.

If employed what is your company name/ occupation/ job title?

Or call us at 1-800-975-2863. Once you retire or leave your employer there is a good chance you will lose coverage if you have a policy through your work. If does not apply leave blank or type N/A.

Do you currently have a retirement account? Participate in a retirement plan at work/ previous employer?

Yes
No

Or Call 1-800-975-2863. If does not apply leave blank or select no option.

Household retirement

Savings and investments such as 401k, IRA etc. Or call us at 1-800-975-2863. If does not apply leave blank.

Do you have a planned retirement age?

Or call us at 1-800-975-2863. The average retirement age in the United States is age 65 for men and 62 for women according to Forbes.

Have you used tobacco products within the last 12 months?

Yes
No

Or call us at 1-800-975-2863. We are looking for regular usage not occasional.

Are you currently married? Do you have anyone who is dependent on the income that you or your spouse are bringing in?

Yes
No

Or call us at 1-800-975-2863. You can select both options if the answers are different. If does not apply leave blank.

Roughly what is your monthly/ annual income?

You may also include your spouse or overall household income. Or call us at 1-800-975-2863. If does not apply leave blank or type N/A.

How many years would you need to replace this income if something were to happen to you?

Selected Value: 0

Or your spouse. You can call us at 1-800-975-2863. Slide the scale from 1 to 30 years timeframe. If does not apply please leave blank.

Roughly what is your monthly/ yearly expenses?

This could be just for you or your overall total household/ family expenses. Or call us at 1-800-975-2863. If does not apply leave blank or type N/A.

Do you have any major outstanding debts?

This could be just for you or your overall total household. This would include mortgage, student loan, credit card, medical, auto loans, personal debt, unpaid bills, investment and business liabilities etc. Or call us at 1-800-975-2863. If does not apply leave blank or type N/A.

Height

First

Last

Or call us at 1-800-975-2863. If does not apply leave blank.

Weight

Or call us at 1-800-975-2863. If does not apply leave blank.

Not at all Likely Extremely Likely
0	1	2	3	4	5	6	7	8	9	10

How likely are you to purchase life insurance or an annuity from us?

Or call us at 1-800-975-2863. If does not apply leave blank.

What type of coverage or plan would you be looking for? Please Select all that apply.

Or call us at 1-800-975-2863. Please do not purchase a policy from anyone else until you have had an opportunity to speak with us. Remember that having something is better than having nothing. If does not apply leave blank.

Why are you looking for life insurance? Please select all that apply

Small and midsize business needs (Key-Man, Buy-Sell etc)
End of life expenses such as funeral/ burial costs
Replacement of income/ immediate needs/ ongoing obligations/ cash flow
Providing a lasting legacy/ leaving money behind for a beneficiary
Bills/ debts (mortgage, medical bills etc)
Daily living expenses/ retirement assistance
Getting married/ becoming a parent/ future costs for children such as education etc
Trust/ Estate
Other

Or call us at 1-800-975-2863. Please do not purchase a policy from anyone else until you have had an opportunity to speak with us. Remember that having something is better than having nothing. If does not apply leave blank.

How much are you comfortable spending on life insurance or what do you feel is an appropriate premium?

$25 monthly premium - $ 25.00
$150 monthly premium - $ 150.00
$50 monthly premium - $ 50.00
$200 monthly premium - $ 200.00
$75 monthly premium - $ 75.00
$250 monthly premium - $ 250.00
$100 monthly premium - $ 100.00
Over $250 monthly premium - $ 250.00

Or call us at 1-800-975-2863. We can work around this budget. Do not begin drafting your first months premium until you get a policy in the mail, have had a chance to properly look at it and make sure you understand and are satisfied. Remember that having something is better than having nothing. If does not apply leave blank.

How much are you comfortable putting towards an annuity?

Or call us at 1-800-975-2863 and we can help you calculate your retirement income needs. Round to the nearest amount. If does not apply leave blank.

Would you like to replace your current coverage/ rollover your existing account/ purchase a new policy?

Yes
No

How are your accounts performing❓ Are you receiving the maximum performance? Always review your policies or call us at 1-800-975-2863.

When would you like your income payments to begin?

Or call us at 1-800-975-2863 and we can help you calculate your retirement needs. If does not apply leave blank.

Would you say you are in good health?

Strongly Agree	Agree	Neutral	Disagree	Strongly Disagree
Strongly AgreeStrongly Agree	AgreeAgree	NeutralNeutral	DisagreeDisagree	Strongly DisagreeStrongly Disagree

Or call us at 1-800-975-2863. We will work with underwriting to get you the best rating class possible and in most cases you do not need a medical exam. If does not apply leave blank.

Do you have any major health conditions that we need to be concerned about? Select all that apply

Or call us at 1-800-975-2863. We will work with underwriting to get you the best rating class possible and in many cases you do not need a medical exam. If does not apply leave blank or type N/A.

Are you currently taking any prescription medications? We do not need the names of the medications at this point just what are you taking them for? Like high blood pressure, cholesterol etc

Or call us at 1-800-975-2863. You may enter your health conditions and the names of the medication you take, dosage and frequency but not necessary at this point. If does not apply leave blank or type N/A.

Are you satisfied with your current company and agent?

Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
Strongly DisagreeStrongly Disagree	DisagreeDisagree	NeutralNeutral	AgreeAgree	Strongly AgreeStrongly Agree

Or call us at 1-800-975-2863. We can do a much better job than your current agent/ company or no deal. If does not apply leave blank.

Is there anything else that is important to you besides a good price, plan and coverage?

Or call us at 1-800-975-2863. You have come to the right place we have helped thousands of clients, individuals, families and businesses find the right policy at a reasonable price point. We can do a much better job than your current agent/ company or no deal. If does not apply leave blank or type N/A.

How likely are you to recommend our products/ services?

Strongly Agree	Agree	Neutral	Disagree	Strongly Disagree
Strongly AgreeItem #1 Strongly Agree	AgreeItem #1 Agree	NeutralItem #1 Neutral	DisagreeItem #1 Disagree	Strongly DisagreeItem #1 Strongly Disagree

Or call us at 1-800-975-2863. We can do a much better job than your current agent/ company or no deal. If does not apply leave blank.