(770) 746-6511
2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA
Is your WILL up to date? YesNo
Do you have a POA in place for family members? YesNo
Are you paying for Life insurance that does not cover Living Benefits? YesNo
Are your investments covered by Protection? YesNo
Have you created a Lifetime Income outside of Social Security? YesNo
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Are your Wills up to date? YesNo
Does each spouse have a POA on the other? YesNo
Do you need a Trust for Property, a Business or younger children? YesNo
Do I have Health care Directives in place? YesNo
Do you have a tax advisor working with your investment account directly? YesNo
Have you set up Your IRA/401k for a Lifetime Income for you and your spouse? YesNo
Do you use options to Protect your portfolio from Losses? YesNo
Do have the option of “Self-Manage” as a choice in your 401k? YesNo
Do you hold “Target” funds in your 401k? YesNo
Are interested in having an Analysis performed to see which choices are the best? YesNo
Do you currently have your account covered from losses and falling markets? YesNo
Do you already know what your income will be at retirement with your IRA? YesNo
Are you interested in having specific tests run to determine a Guaranteed Lifetime Income for you and your spouse? YesNo
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Do you know exactly what your income will be at retirement? YesNo
Have you heard annuities are commission products? YesNo
Did you know there are Fee Only annuities available? YesNo
Lifetime Income and Guarantee of my principle is important? YesNo
