What's your ideal retirement age?
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What is your retirement planning savings goal?
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A prospect should have a specific retirement savings goal in mind, and be willing to save towards that goal.
Full Name
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Do you have children?
Yes
No
How old are your children?
Occupation?
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What’s your total annual pre-tax income? (excluding spouse)
Must have a stable income and be able to afford the monthly premiums and other associated costs of a Life Insurance Retirement Plan.
Do you have an emergency fund?
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Yes
No
Must have an emergency fund in place: This means you should have at least three to six months of living expenses saved up, to cover unexpected expenses or emergencies
How much do you save monthly?
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Do you have a workplace pension?
Yes
No
Do you have an employer 401k plan?
Yes
No
Approximately how much is in each account?
401K, 457, TSP etc. any Qualified or Traditional IRA Account (exclude spouse)
Roth IRA (exclude spouse)
Savings (exclude spouse)
529 or other Educational Accounts
Other
How much do you owe in each category?
Credit Cards
Mortgage /Recreational Property
Student Loans
Other (personal loan, line of credit, etc)
What sex are you?
Male
Female
Do you smoke?
Yes
No
Phone
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Email
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Resident State
State
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How did you hear about us?
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