Do you have an annuity?
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Yes
No
What is your current age?
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Under 40 Years Old
40-49 Years Old
50-54 Years Old
55-59 Years Old
60-65 Years Old
Over 65 Years Old
When do you plan to retire?
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Already Retired
1-2 Years
2-5 Years
5-10 Years
10-15 Years
15+ Years
Please estimate your total investable assets
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Less than $50,000
$50,000 - $100,000
$100,000 - $500,000
$500,000 - $1,000,000
$1,000,000 or above
In order to see if your annuity qualifies, can you please share a rough estimate of your annuity balance?
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Less than $50,000
$50,000 - $100,000
$100,000 - $500,000
$500,000 - $1,000,000
$1,000,000 or above
Which follow-up method of communication would you prefer?
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Phone Call
Text Message
Either (Phone or Text)
First Name
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Last Name
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Phone
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State
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