Terms and Conditions

First Name Last Name Email Phone

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[cf7mls_step cf7mls_step-1 "Next" ""] Name Email Phone [cf7mls_step cf7mls_step-2 "Back" "Step 2"]

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[cf7mls_step cf7mls_step-1 "Next" ""] Name Email Phone [cf7mls_step cf7mls_step-2 "Back" "Step 2"]

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[cf7mls_step cf7mls_step-1 "Next" ""] Name Email Phone [cf7mls_step cf7mls_step-2 "Back" "Step 2"]

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 [cf7mls_step cf7mls_step-1 "Next" ""] Name Email Phone [cf7mls_step cf7mls_step-2 "Back" "Step 2"]

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 [cf7mls_step cf7mls_step-1 "Next" ""] Name Email Phone [cf7mls_step cf7mls_step-2 "Back" "Step 2"]

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 [cf7mls_step cf7mls_step-1 "Next" ""] Name Email Phone [cf7mls_step cf7mls_step-2 "Back" "Step 2"]