Than's version

Please Answer These Short Questions to Help Us Prepare For Our Meeting...

This will take less than a minute...

First, I need your name and info...

Full Name *

Email *

Phone *

Now, a few quick questions...
(30 seconds left, I promise)

1. For your retirement investments, are you looking for: *

A safe, predictable income stream

Fixed yields that are 1-3% higher than new annuities and CD’s

Supplemental retirement income

High appreciation potential

2. Do you already have guaranteed income from any of these? *

Annuities or Pensions

Safe assets like Bonds, CDS,

Retirement assets in excess of income needs

None of the Above

3. Which of the financial outcomes that we can provide is the most appealing to you? *

I need a specific amount of income starting now or starting soon

I need a safe place for money to grow- I don’t need income now

I need a specific amount of income starting in the future

I don’t know what I need at this time.

4. Are you currently retired or are you still working? And when do you need your money to start taking care of you? *

I plan to retire in 2-10 years

I am already retired or know I will retire within 2 years

I am still working and adding to my retirement savings

I am working now and don’t know if I have enough retirement savings to retire

5. What are your total investable assets not including primary residence (IRA/ 401K, brokerage accounts, annuities and CD’s, etc). *

Over $1M

$500-$1M

$250-$500K

Under $250K

6. What’s your biggest concern? *

Please Click Submit to Complete!

Thanks for sharing - This will help us determine if secondary market annuities are a good fit for you.