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1. On a scale of 1–5, how satisfied are you with your overall benefits package?

2. If you could change one thing about our benefits program, what would it be?

3. How satisfied are you with your dental and vision benefits?

4. What additional health or wellness benefits would you like to see offered?

5. How satisfied are you with your retirement plan options?

6. Do you feel your financial benefits meet the needs of employees across all life stages?

7. How satisfied are you with any voluntary benefits (e.g., legal services, discounts, supplemental insurance)?

8. Are you clear on your rights related to compliance programs like ACA or COBRA?

9. What could we do to make benefits more inclusive and equitable across our workforce?

1. How do you want to spend your retirement years?

2. When is the “right” time for you to retire?

3. How much do you need to save for retirement?

4. What will your expenses look like in retirement?

5. How much will healthcare cost?

6. Will you have enough retirement income?

7. Have you created a retirement plan and withdrawal strategy?

8. What will taxes look like during retirement?

9. Need help creating a personalized retirement plan?

1. What happens to your family if you die?

2. How would a serious illness or incapacity affect your family’s lifestyle?

3. Have there been any recent changes in your family circumstances?

4. What would be the financial impact if your spouse or partner died?

5. What kind of legacy do you want to leave for your family?

6. Who would inherit your assets?

1. Are you turning 65 or already enrolled in Medicare?

2. Have you been on Social Security Disability for more than 24 months?

3. Are you a veteran with VA benefits who is also Medicare-eligible?

4. Are you on Medicaid and also eligible for Medicare?

5. Are you unsure whether you have the right Medicare plan?

6. Who qualifies for Medicare?

7. Do I need both Part A and Part B?

8. What are Part B penalties?

9. Should I choose a Medicare Supplement or a Medicare Advantage plan? How do I decide?

10. Am I locked into my plan until next January?

1. Taxes are not just an April deadline. What role should tax planning play in your overall financial plan?

2. Is your tax planning maximizing and helping you keep more of what you have earned?

3. Can tax planning help you mitigate risk and offset losses?

4. Would you like to explore tax free income strategies and reduce your overall tax burden?