Am I a Qualified Potential Client of Kardia?

 

Name:
Email:

Please complete survey below:

1. Are you over 55 years of age, in fair to excellent health and have living children or other heirs who you want to leave some inheritance?
Yes
No

2. Do you have a $10 million NET worth, face major capital gains taxes on highly appreciated assets and have excessive qualified retirement funds?
Yes
No

3. Are you a business owner, top corporate executive (large or corporation) or a highly compensated professional?
Yes
No

4. Do you currently give 5% of AGI away to ministries, on board of a ministry, or have already made provisions for giving to kingdom causes in your estate plan?
Yes
No

5. Do you earn over $250,000 AGI, have an annual discretionary income of over $100,000 and are paying over $50,000 in income taxes?
Yes
No

6. I own a business and I would like to see it continue after I am no longer involved.
Yes
No

7. I have already accumulated more for retirement income than I will need.
Yes
No

8. I face major estate taxes at death.
Yes
No

9. I want my heirs to receive an appropriate inheritance.
Yes
No

10. I have specific assets to be passed on to heirs.
Yes
No