Corporate Quiz – BONA VITA

Retirement Programming

Step 1 of 9

11%

As an owner, do you currently set money aside for your retirement?(Required)

Yes

If Yes, are you saving money in a pre-tax account (401k, IRA, SEP IRA, Simple IRA, etc.)?(Required)

Yes

Approximate Value

Do you currently sponsor a retirement program through your company?(Required)

Yes, I currently offer a Approximate Value

plan

No, but I am interested in setting one up

If you are interested in reviewing your current offering or setting one up, it is important for us to get acquainted with a few more important variables.

1. How is your company structured?(Required)

Sole Proprietor

LLC, taxed as an S-Corp

LLC, taxed as a partnership

S-Corporation

C-Corporation

If B, D or E is selected, What is your annual W2 compensation?

If B, D or E is selected, What is your annual W2 compensation?(Required)

How many of these employees will earn more than $135,000 in 2022?(Required)

Approximate Value

Is there more than one owner involved?(Required)

No, it’s just me

Yes, I have Approximate Value

partner(s)

If you are pursuing a retirement program, please indicate the level of importance (1 being a priority and 5 being not so important) for the items below:

Planning for retirement(Required)

Please enter a number from 1 to 5.

Increasing employee retention(Required)

Maximizing tax deductions(Required)

Please enter a number from 1 to 5.

Attracting future employees(Required)

Please enter a number from 1 to 5.

Keeping it simple(Required)

Please enter a number from 1 to 5.

Have you worked on a succession plan with a financial advisor in the past?(Required)

Yes

Are you interested in setting up a 30 minute conversation to review your firm’s succession plan?(Required)

Yes

Complete the following:

First Name(Required)

Last Name(Required)

Company Name

Position/Title

Best Contact Number(Required)

Best Time for Call

Email Address(Required)

Consent

I agree that The Prudential Insurance Company of America, Pruco Securities LLC, Assurance IQ, LLC and their affiliates (“Prudential”) can contact me for marketing purposes by phone call or text (including with an auto dialer and even if you’ve requested not to be contacted by Prudential or are on a do-not-call/contact list) at the phone number listed above. I understand that consent isn’t necessary to make an investment or purchase. To arrange a meeting without providing your contact information, call 201-523-9999

Insurance Benefits

Step 1 of 10

10%

Now that we’re beyond an introduction, lets get some basics out of the way…

What state do a majority of the employees report to (headquarters)?*

How many owners/partners does the business have?*

2 - 3

More than 3

Are you an applicable large employer?*

(You are if you have more than 50 full time equivalent employees.)

Yes

I'm not sure

If yes, how many employees currently work more than 30 hours per week?*

If no, how many employees currently work more than 25 hours per week?*

How is your company structured?*

Sole Proprietor

LLC, taxed as an S-Corp

LLC, taxed as a partnership

S-Corporation

C-Corporation

Do you currently have a census of all your employees?*

Max. file size: 100 MB.

Download Census Template

Check the boxes indicating which benefits are in place and which you are interested in discussing further.

Benefit or Plan

Have

Don't Have

Group insurance

Medical

Medical*

Dental

Dental*

Life

Life*

Long-Term Disability

Long-Term Disability*

Long-Term Care

Long-Term Care*

Bussiness Arrangements

Key Person Arrangement

Key Person Arrangement*

Buy-Sell Arrangements

Buy-Sell Arrangements*

Qualified Retirement Plan

IRA

IRA*

SIMPLE IRA

SIMPLE IRA*

SEP IRA

SEP IRA*

SIMPLE 401(k)

SIMPLE 401(k)*

401(k)

401(k)*

Executive Benefits/nonqualified Plan (Also complete executive Benefits supplement 0185837)*

Executive Benefits/nonqualified Plan (Also complete executive Benefits supplement 0185837)

Executive Bonus

Executive Bonus*

Restricted Executive Bonus

Restricted Executive Bonus*

Split Dollar

Split Dollar*

Nonqualified Deferred Comp

Nonqualified Deferred Comp*

Have you worked on a succession plan with a financial advisor in the past?*

Yes

Are you interested in setting up a 30 minute conversation to review your firm’s succession plan?*

Yes

Complete the following:

First Name*

Last Name*

Company Name*

Position/Title*

Best Contact Number*

Best Time for Call*

Email Address*

Consent*

Business Succession Planning

Step 1 of 12

How is your company structured?*

Sole Proprietor

LLC, taxed as an S-Corp

LLC, taxed as a partnership

S-Corporation

C-Corporation

Approximate Value

Have you had your company properly valued within the last 3 years?*

Yes Approximate Value

is the approximate value

Do you currently have partners?*

Yes

If yes, are they actively involved in the business’ operations?*

Yes

If yes, do you have a shareholder agreement discussing ownership or stock redemption?*

Yes

Have you prepared the funds to fulfill the agreement?*

Yes

If no, do you currently have a logical successor to manage it?*

Yes

How many more years do you anticipate being actively involved in the business?

1-3 Years

4-6 Years

7-9 Years

10+ Years

What do the owner(s) want to have happen to the business at retirement, disability or death?

Retain

Sell as a going concern

Liquidate

Other

Will your family’s financial security depend on the business in any way beyond your life?

Yes

Other

Do you plan to retire?

Yes

Other

If so, do you feel you’ve saved enough for retirement excluding the value of your business?

Yes

Other

Do you currently sponsor a retirement program through your company?

Yes

Other

Have you worked on a succession plan with a financial advisor in the past?

Yes

Are you interested in setting up a 30 minute conversation to review your firm’s succession plan?

Yes

Complete the following:

First Name*

Last Name*

Company Name

Position/Title

Best Contact Number*

Best Time for Call

Email Address*

Consent*

Interested in Working With Us?

Retirement Programming

Retirement Programming

If you are interested in reviewing your current offering or setting one up, it is important for us to get acquainted with a few more important variables.

If you are pursuing a retirement program, please indicate the level of importance (1 being a priority and 5 being not so important) for the items below:

Complete the following:

Insurance Benefits

Insurance Benefits

Now that we’re beyond an introduction, lets get some basics out of the way…

Check the boxes indicating which benefits are in place and which you are interested in discussing further.

Complete the following:

Business Succession Planning

Business Succession Planning

Complete the following: