How soon are you planning to retire? *

Within 3 Years

Within 4 to 5 Years

Within 6 to 10 Years

I'm not sure

Which benefit of this strategy is most important to you? *

Predictable income

Protection from market downturns

Preserving your savings

What type of retirement plan are you investing in now? *

Company 401(k) or 403(b)

Personal IRA

Mutual funds or other investments

Stocks

I'm just getting started

Is your account protected from stock market crashes, declines, and fluctuations? *

Yes

No

I'm not sure

Are you currently contributing to a tax-deferred savings account or investment plan through work or individually? *

Yes

No

Not Sure

Which of these best describes your current savings level for long-term goals? *

Under $50,000

$50,001 - $100,000

$100,001 to $250,000

$250,001 to $500,000

$500,001 to $1,000,000

Greater than $1,000,000

First Name *

Last Name *

Email *

Phone *

Please Select Your State *

Florida
Ohio
Michigan
Indiana
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