It's time for your weekly BUSINESS BOOSTER! You can look forward to receiving this E-mail every Wednesday. We hope you will find this information valuable for you and your clients. 

Business Booster can be sent as a .PDF file for printing.

Please call or E-mail if there is anything else we can do for you now or in the future.

Dear Valued Client,

I hope this finds you well. I can't believe it's been so long since we last spoke. I am writing today to ensure I am consistently providing value as your mortgage expert.

Your mortgage is a pivotal component to your overall financial planning strategy. For this reason, I ask that you take the time to consider the questions below. Your answers to these questions can provide me and my team the insight we need to offer you the best services possible.

It should only take five minutes to consider the following thought-prompters. My team and I are very interested to learn more about your current situation. I sincerely appreciate our relationship and if there is anything I can do for you or any of your friends, please don't hesitate to call me.

1. Do you expect your income to increase or decrease at any time in the next 2 to 5 years? If so, how?

2. How long do you plan to live in this house?

3. Is there anything you would like your mortgage to accomplish for you right now?

4. Would you rate for me please your financial philosophy? Is it conservative, moderate, or aggressive?

5. Do you foresee incurring other financial obligations within the next 5 years, such as a new car, new baby, college expenses, change in work time, etc., or have you done any of these since last obtaining financing with our team?

6. Do you currently have a retirement plan established?

7. How old do you want to be when you retire?

8. Do you currently have a tax-free college fund set up for your children or your grandchildren?

9. Rate your existing financial planner, insurance agent, and/or CPA, on a scale from 1 to 10, with 1 being the worst and 10 the best.

· Financial Planner ___________

· Insurance Agent ___________

· CPA ___________

10. Do you have a will or living trust to protect your family's assets in the event of something happening to you?