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HOW VULNERABLE ARE YOU?

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You're concerned about the loss of privacy and increasing threats to your wealth. You don't trust government promises, and wonder how vulnerable you really are. To find out where you stand-and obtain an overview of what you might want to change-take this quick quiz. Give yourself one point for every “yes" answer, zero points for every “no."

1. Are you a U.S. citizen or permanent resident?

Yes

No

2.Is a U.S. passport the only international travel document you possess?

Yes

No

3. Have you been assigned a Social Security number?

Yes

No

4. Do you freely disclose details of your income and financial status to others?

Yes

No

5. Do you have accounts in your name in any U.S. banks or brokerages exceeding $100,000 in value?

Yes

No

6. Do you keep over $10,000 in any bank or securities account to which you have Internet access?

Yes

No

7. Do you have a net worth over $1 million?

Yes

No

8. Do you have any credit cards issued by U.S. financial institutions?

Yes

No

9. Do you own U.S. real estate in your name?

Yes

No

10. Do you have utility service in your name?

Yes

No

11. Do you receive mail at your residential address in your name?

Yes

No

12. Do you own a motor vehicle registered in your name?

Yes

No

13. Do you own an airplane, boat, or recreational vehicle registered in your name?

Yes

No

14. Does your driver's license list your residential address?

Yes

No

15. Do you use a personal computer with a high­speed Internet connection?

Yes

No

16. Are you a member of any social networking Web sites (e.g., Facebook)?

Yes

No

17.Is your Social Security number, telephone number, or residential address printed on your driver's license or checks?

Yes

No

18. Have you ever applied for welfare or other governmental assistance?

Yes

No

19. Do you receive income or benefits from any governmental entity?

Yes

No

20. Have you ever been arrested?

Yes

No

21. Have you ever declared bankruptcy or been forced into bankruptcy?

Yes

No

22. Have you ever been involved in a lawsuit, including divorce?

Yes

No

23. Have you ever received money through a probate court?

Yes

No

24. Do you belong to a church or any organizations that are controversial or politically unpopular?

Yes

No

25. Are you licensed by any state or federal agency (e.g., as an attorney, physician, investment advisor, etc.)?

Yes

No

26. Do you have children living in your household?

Yes

No

27. Have you ever invested in a “tax shelter?”

Yes

No

28. Have you ever had an offshore account you were supposed to report to the IRS and U.S. Treasury, but didn’t?

Yes

No

29. Do you own a business as a sole proprietorship or part of a business organized as a general partnership?

Yes

No

30. Are you a director or officer of a closely held corporation?

Yes

No

Your score: _____

0-7 points: Virtually unexposed. Congratulations! You have successfully shut off most surveillance of your wealth and privacy.

8-15 points: Somewhat exposed. You have shut down more pathways to surveillance of your wealth and privacy than most Americans. But with effort, you can lower your profile even more.

16-22 points: Exposed. Your life is practically an open book. You should take steps to lower your financial profile immediately.

23-30 points: Highly exposed. You need to take immediate steps to protect your wealth and privacy. You’re an easy target for identity theft, lawsuits, and/ or asset forfeitures.

No matter what your score, The Lifeboat Strategy can help you create “lifeboats” of privacy and wealth to reduce your vulnerability to legal and financial predators, and the growing power of “Big Government.”

THE LIFEBOAT STRATEGY

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