Enter the email address where the completed questionnaire should be returned. This will be built into the client's personalized link.
When the client clicks Email to Agent, the email draft will be addressed to the email you enter above. The client will still need to attach the downloaded questionnaire file.
The invitation button opens an email draft; it does not send the email automatically. Review the recipient and send the invitation from your email application.
Monthly Cash Flow Information
Please enter your approximate monthly amounts for the items that apply to your household. If an expense is annual, divide it by 12. Leave an item blank if it does not apply. The 0 shown in each box is only a placeholder.
This questionnaire is for information gathering only. No totals, analysis or recommendations are shown.
When finished, click Email to Agent. Your browser will download the completed file (or ask where to save it). You will then attach that file to the email draft that opens.
Your questionnaire file is ready
Your completed cash flow file has been prepared. Depending on your browser settings, it may download automatically or you may be asked where to save it. An email draft should open with your agent's address and the subject filled in.
Find Limitless_Cash_Flow_Completed.json in your Downloads folder or the folder you selected in the Save window.
In the email draft, choose Attach file (paperclip icon) and select that downloaded file.
Check that the file appears as an attachment, then click Send.
Important: The file cannot be attached automatically by this website. If no email window opens, use the button below to try again. Your answers remain on this page until you close or clear it.
Agent email address
Enter the email address of the Limitless agent who sent you this questionnaire. If the agent provided a personalized link, this step will be skipped.