Are you ready to schedule an appointment now or would you prefer a call back from a Quest Commonwealth staff member to get started?  

[Use tabs to right depending on callers response]

In order to best help you I'm going to ask a few questions and provide options for your response.  Your responses will be passed on to the team at Quest and this will help them be more prepared when they do there follow up call with you.  

Sound Good? 

What are you most concerned about in retirement? (See Form Options)

What have you done for retirement planning so far? (See Form Options)

How much have you saved for retirement? (See Form Options)

Are you already retired? (See Form Options)

On a scale of 1 to 10 -- How confidant are you in saying you have a  retirement plan that dynamically adjust for rising inflation, market down turns, rising taxes, or possible emergency expenses? (See Form Options)

(Collect Contact Information)

Submit the form.

Inform the caller that a Quest Commonwealth team member will be in contact within the next business day. 

End Call. 

Ok, we are all set. I'm happy to inform you that a Quest Commonwealth team member will be contacting you within the next business day as follow up to your inquire. 

I would like to thank you for calling in.  Have a good day.