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Send A Message jobi.wong@dfsin.ca
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Location 65 Allstate Pkwy, Unit 101, Markham
Schedule Appointment
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Call or Text (416) 930-2766
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Market Survey

Thank you for helping me decide on a career in the financial service industry. A great deal of time and effort will be spent training me, but before I make a commitment. I would appreciate you answering this short questionnaire.

Which Statements with respect to insurance/financial products apply:
I have never been contacted or approached.
I have been contacted but denied appointment.
I granted appointment but then cancelled.
Appointment kept, but not interested.
I own some life insurance.
I own other financial products.
If yes, what type would this be?
How often do you see or hear from your Financial Representative?
Why was contact initiated?
Would you like your representative to see you more often?
Are you taking full advantage of income tax deferments possible through your own and/or your spouse's Registered Retirement Savings Plan?
What do you expect your next financial priority to be?
If you were pleased with the work a representative had done for you, would recommend him/her to a friend, relative or business associate?
Have you ever been asked by a Representative for references?
Did you provide names?
If I decide to make financial services career, would you have any objection to discussing your insurance and financial program with me?
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