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*Retire Now Houston Retirement Questionnaire*
Let's answer a few questions so we can personalize your experience.
10
Questions
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1
Email
example@example.com
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2
STEP 1:
*
This field is required.
First Name
Last Name
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3
EMAIL ADDRESS:
*
This field is required.
example@example.com
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4
ADDRESS
*
This field is required.
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5
HOW FAR AWAY ARE YOU FROM RETIREMENT?
*
This field is required.
Please Select
1-5 YEARS
6-10 YEARS
11+ YEARS
ALREADY RETIRED
NOT SURE
Please Select
Please Select
1-5 YEARS
6-10 YEARS
11+ YEARS
ALREADY RETIRED
NOT SURE
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6
{name}, HOW DO YOU FEEL ABOUT YOUR CURRENT RETIREMENT PLAN?
*
This field is required.
Good
Not so good
Slightly worried
Very worried
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7
HOW WOULD YOU LIKE TO SPEND YOUR RETIREMENT?
*
This field is required.
Traveling
With family
Relaxing
Volunteering
With friends
Being active
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8
WHICH INVESTMENTS DO YOU OWN?
*
This field is required.
Annuities
Gold
Stocks
Bitcoin
Bonds
Funds
Other
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9
LET'S ESTIMATE THE VALUE OF YOUR INVESTMENTS:
*
This field is required.
Please Select
LESS THAN $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $750,000
$750,000 - $1,000,000
$1,000,000 +
Please Select
Please Select
LESS THAN $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $750,000
$750,000 - $1,000,000
$1,000,000 +
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10
HOW DID YOU HEAR ABOUT US?
*
This field is required.
Please Select
Radio
TV
Google
Facebook
SmartVestor
Website
Referral
Other
Please Select
Please Select
Radio
TV
Google
Facebook
SmartVestor
Website
Referral
Other
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11
LAST STEP
*
This field is required.
PHONE NUMBER
Please enter a valid phone number.
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12
Lead Status
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13
Lead Lifecycle
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14
thanks
thanks
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