What’s your top financial goal right now?
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Build long-term wealth
Protect my family
Secure retirement income
Reduce taxes
What’s your current age range?
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18–30
31–45
46–60
61+
How would you describe your financial comfort level?
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Just getting started
Doing well, want to grow
Nearing retirement
Retired and looking for stability
Which do you prefer most?
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Growth with flexibility (IUL)
Guaranteed lifetime income (Annuity)
Not sure, help me decide
How soon do you want to take action?
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Right now, I’m ready
Within 1–3 months
Just learning for now