1.) What is your age range? *

Under 40 Years Old

40-49 Years Old

50-54 Years Old

55-59 Years Old

60-65 Years Old

Over 65 Years Old

2.) What strategies are you most interested in? (Check all that apply) *

Guaranteed Interest Rates

Tax-Free Retirement

No Tax Liability On Growth

Zero Risk Or Exposure To Market Downturns

Preservation Of Capital

3.) What Investment Strategies are you currently using? (Check all that apply) *

401(K) / 403(b)

IRA

Holding Cash

Active Trading

Work with a financial advisor / robo-advisor

Real Estate

4.) What is your Federal Income Tax Bracket? *

(A) $100,000 or above in annual income

(B) $50,000 - $100,000 in annual income

(D) $35,000 or below in annual income

Note: Tax Bracket (A), (B), (C) & (D) represents four of the seven federal tax brackets in the U.S. based on combined household income*

5.) Please estimate your total investable assets *

Less than $50,000

$50,000 - $100,000

$100,000 - $500,000

$500,000 - $1,000,000

$1,000,000 or above

6.) Which follow-up method of communication would you prefer? *

Phone Call

Text Message

Either (Phone or Text)

7.) Enter your First Name only please: *

8.) Enter your Last Name only please: *

9.) Verify your current Mobile Phone Number *

** Please double-check your entry. Must be a valid US Phone Number. Mistyped or Incorrect numbers will result in cancelation of your Pre-Qualification Status. Ex: 454-555-7676

10.) Verify your best Email Address please *

11.) Verify your Zip Code *

State of Residency *