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Questions we may ask:
- Age of you and your spouse?
- What you are investing for?
- Any current investments?
- Current occupation?
- Any previous investing experience?
Questions you might ask:
- How will jazz manage my money?
- How is jazz better than others?
- How do I get the most out of jazz?
- How safe is my money?
- What happens if I don't want to use jazz anymore?