Pre-qualification Questionnaire

Please answer the following questions to help us understand your retirement goals.

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Age range *— Select Choice —18-2526-4040-5555-6565-75Other

financial taxes scale

Current Retirement Savings *— Select Choice —$0 – $75,000$75,000 – $250k$250k – $500k$500k – $1M$1M – $2M$2M or more

On a scale of 1 to 5, how concerned are you about taxes affecting your retirement?

Selected Value: 3

What is most important to you regarding your retirement? *

• Guaranteed retirement income
• Reducing taxes
• Leaving a financial legacy
• Protecting savings from market loss
• Estate planning
• All of the above

Are you currently working with a financial professional? *

• No
• Yes, but exploring other options
• Yes, actively working together

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