30 Insurance Sales Strategies Survey

Are you burdened by debt and stressed because you have no real plan to solve the problem? *

Yes

You know the total amount of debt you have? *

Have you had NSF charges in the last 6 months? *

Yes

What percentage of your monthly take-home income goes to pay debt? *

How long would your money last if you, or your partner last, if either of you lost your job? *

On average, what percentage of your paycheck is put into savings each month? *

On average, how often do you withdraw funds from savings? *

On how many credit cards do you carry balances month to month? *

Did your debt and credit situation worsen because of the Covid-19 Crisis? *

Yes

Of the credit cards you carry balances on, are any over 30 days past due? *

Yes

What is the average interest rate on your credit cards? *

On average, what percentage of the credit limit do you still have available on your credit cards? *

In the past year, my savings has: *

In the past year, my unsecured debt has:

My credit score is: *

Are you behind on your mortgage or rent? *

On average, what portion of your total debt do you pay off each month? *

Within the last year, have you used credit to pay off other debts (including medical debt)? *

Within the last year, have you used credit to pay living expenses? *

Do you have cash in your pocket? *

You balance your checkbook? *

Do you feel there is plenty of time in the day? *

Do you have a retirement account? *

Do you know where your retirement is invested? *

Do you know what your net worth is? *

Do you know what net worth means? *

First Name *

Last Name *

Organization *

Email *

Phone *

Captcha

Betterment Inc. is a visionary platform that will take the next step towards financial wellbeing for working class Americans. Do you understand how money works? This twenty-question test analyzes your relationship with money, debt, credit, and savings, allowing you to evaluate your financial wellness in 8 minutes.

Instructions: Answer all 26 questions below to the best of your knowledge and then click "Submit!" for insight into the current state of your financial well-being..

We employ 21st century digital tools, innovative strategies to extend the economic reach tp working people on every corner of our nation. Our vision is to provide financial access to working class Americans. Your knowledge, experience and opinions are valuable, our goal is to work with like minded people and organizations that will help us begin to make a difference.

By submitting your contact information you agree to our Terms of Use and our Security and Privacy Policy. You also expressly consent to have our Experts contact you about your mortgage by text message, email, or phone (including automatic telephone dialing system or an artificial or prerecorded voice) to the residential or cellular telephone number you have provided, even if that telephone number is on a corporate, state, or national Do Not Call Registry. You do not have to agree to receive such calls or messages as a condition of getting any services from our partners or their affiliates. By communicating with us by phone, you consent to calls being recorded and monitored.