1.) Are you over the age of 59 and a half? *

Yes

No

2.) What type of accounts do you currently have? (Check all that apply)

401k or 403b

Traditional IRA

Roth IRA

Brokerage Account

401k from Previous Employer

Savings Account

2.) What concerns you about retirement the most? (Check All That Apply) *

Stock Market Losses

Rising Inflation

Working Longer than Anticipated

Outliving Your Savings

Rising Healthcare Costs

3.) Which of the following categories best describes why you would consider an annuity the most (if you had to pick one)? *

I want income now

I want income later

I want to safely grow my money

I want legacy planning benefits for my heirs

4.) Do you have at least $100,000 or more in your retirement portfolio? *

Yes

No

(The reason for asking, is because this annuity evaluation is specifically designed for investors that have at least $100K in their retirement savings portfolio).

5.) Enter your First Name only please: *

6.) Enter your Last Name only please: *

7.) Enter your best Email: *

8.) Verify your current Mobile Phone number please: *

9.) Verify your state: *

Verify your state.

AL
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HI
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IL
IN
IA
KS
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ME
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MA
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MT
NE
NV
NH
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NY
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OR
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