First Name
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Last Name
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Email
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Cell Phone (to receive appointment text confirmation code)
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Please Answer These Short Questions To Book Your Call Below:
What is your current age?
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What is your biggest concern in retirement?
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Losing Too Much in the Market
Running Out of Money
How To Generate Income From My Portfolio
Paying Too Much In Taxes
Nursing Home Expenses
What are your goals for your retirement?
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Good Returns Without Too Much Risk
Protection From Market Downturns
Guaranteed Income for Life
Reduce Fees
Pass Assets To Others
Do You Have An Annuity?
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Yes
No
What Have You Heard About Annuities?
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Good Things
Neutral
Bad Things
Nothing Really
What is your estimated retirement savings?
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Under $100,000
$100,000 to $250,000
$250,000 to $500,000
$500,000 to $750,000
$1,000,000 to $2,000,000
$2,000,000 to $3,000,000
$3,000,000 to $5,000,000
Over $5,000,000
What is your goal for this retirement discussion meeting?
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