How To Achieve Financial Freedom

	Planning for financial success
	Defining your need
	List what you want to accomplish
	How IPP can help you
	Get started

What does an IPP
Financial Practitioner do?

A Financial Practitioner
does not replace your lawyer, accountant or
anyone else with whom you have a professional
relationship. Instead, he or she works with them and coordinates the planning process.
Read more about IPP Financial Practitioners...

IPP FINANCIAL SURVEY

Provide us the answer to this survey and it entitles you to a seminar worth SDG50.00 plus door gifts!

The information collected and maintained in this survey shall be kept in the strictest confidence and shall not be disclosed to anyone without the express consent of the information provider. IPP reserves the rights to allocate participants to other seminars the company deems suitable.

Please remember to fill in the correct contact information for us to register you to the seminar!

( * - Required Field )

Attention (Name of IPP Financial Practitioner that you want to attention to. )
Your Name	*
Profession	*
Address
Postal Code
Country	*
Phone/Contact Number	(Home)  *  (Office)  *  (Mobile)  *
Fax
Email	*
Marital Status	Single Married
Number of Children
Age Group	Select Age Group 20 - 30 31 - 40 41 - 50 51 - 60

Rank in terms of your own priorities, the importance of adequate funds to do the following:

1. Wealth Protection & Insurance Planning, Medical, Life & Comprehensive Risk Planning Very Important Important Unimportant

2. Wealth Accumulation & Retirement Planning, Investment Planning Very Important Important Unimportant

3. Wealth Management & Asset Allocation Very Important Important Unimportant

4. Wealth Distribution Estate Planning, Islamic Wealth Distribution Estate Plan, Trust Planning, Make Charitable Gifts Very Important Important Unimportant

5. Planning For Financial Independence & Success Very Important Important Unimportant

6. Children Education Planning, Juvenile Protection Planning Very Important Important Unimportant

7. Maintain & Improve Standard Of Living, Protecting Self & Family From Major Medical Crisis Very Important Important Unimportant

8. Minimise Tax Liability Very Important Important Unimportant

9. Develop a Written Financial Plan Very Important Important Unimportant

10. Home Ownership / Mortage Management Very Important Important Unimportant

11. Business Continuation Plan, Business Loan Indemnity Plan, Business Keyman Indemnity Plan, Business Networth Protection Plan, Selective Executive Incentive Plan Very Important Important Unimportant

Six steps in financial planning process