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To help us clearly understand your current situation, please complete the Business Blueprint. Rate your reactions to each pair of phrases by deciding where you belong on a sliding scale. Your responses will be submitted to an advisor who will contact you to help you realise your goals.

We have no structured agreement or funding in place in the event of the death of an owner(s).

We have a structured agreement or funding in place in the event of the death of an owner(s).
We have no exit or transition plan in place for the owner(s) upon retirement.

We have an exit or transition plan in place for the owner(s) upon retirement.
We do not currently receive superior service and advice from our employee benefits consultant.

We do receive superior service and advice from our employee benefits consultant.
We do not know if our employee benefits plan is priced competitively with the market.

We know that our employee benefits plan is priced competitively with the market.
The business would suffer greatly in the event of death or disability to a key person or owner.

The business would not suffer greatly in the event of death or disability to a key person or owner.
We do not have a group retirement plan in place for our employees.

We have a group retirement plan in place for our employees.
We do not offer any assistance to our employees with regards to retirement planning or counseling.

We offer assistance to our employees with regards to retirement planning or counseling.
The owner(s) and senior management do not have a sound wealth management strategy corporately assisted.

The owner(s) and senior management have a sound wealth management strategy corporately assisted.