discover if you qualify for a TFRA!

1- What state do you reside in?
2- What benefits of the TFRA are you most interested in? (You can choose more than one!)
Guaranteed Interest Rates
Tax-Free Retirement
No Tax Liability on Growth
Preservation of Capital
Limited or No Exposure to Market Downturns
3- What investment strategies are you currently using?
401(k)
IRA
403(b)
457
Roth IRA
SEP
SIMPLE
4- What is your current primary source of income?
5- How Would You Rate Your Health Today?
6- Which Follow-up Method of Communication Would you Prefer?
7- Regarding your retirement, which of the following most important to you?
8- Which of the following is your primary investment strategy for retirement?
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