ShieldWolf Strongholds Initial Fact Finder Sheet

Maximize Your Assets, Reduce Your Taxes, and Increase Your Net Spendable Income During Retirement
Date*

MonthDayYear
Date
Name*
Spouse Name
E-mail(s)*
example@example.com
City*
State*
Zip*
Home Phone*
Cell Phone
Work Phone
Your Birthdate*

MonthDayYear
Date
Spouse's Birthdate

MonthDayYear
Date
Best Time Of Day To Contact You*

MorningMid-DayAfternoonEvening
Best Way to Contact you*

Phone CallEmailTextingOther
Are you a financial planner/professional or are you insurance licensed?*

YesNo
How did you hear about ShieldWolf Strongholds?*

PodcastYouTubeInternetFriend/Colleague - Whom?
Friend/Colleague - Whom?
MY FINANCIAL SNAPSHOT
(Required to help optimize your assets – all information is deemed strictly confidential)
Estimated annual gross income /yr*
How much do you save on a monthly basis? (on average) /mo *
Estimated value of your qualified retirement accounts (IRAs, 401(k)s, etc.)*
Estimated value of your non-qualified savings/investments (non IRAs/401(k)s)*
Estimated total value of all real estate (including your personal residence)*
Estimated total mortgage balances(s) on real estate*
WHAT STRATEGIES WOULD YOU LIKE TO EXPLORE WITH AN IUL SPECIALIST?*

Tax-free Retirement via The MIRACLE Money Vehicle: A Max-Funded Tax Advantaged Insurance ContractStrategic Roll-Outs: Withdrawal strategy to reduce unnecessary tax on IRA/401(k)Indexing via The MIRACLE Money Vehicle: Zero losses due to market; capture and multiply my gainsAdvanced Estate Planning: Protect assets from estate taxes but still give me flexibilityGuaranteed Retirement Income for life - I’d like to explore annuity options for my portfolioAsset growth through Indexing via an Indexed Annuity for protected tax-deferred growth
Phone: 904-467-7750 | www.ShieldWolfStrong.com

*ShieldWolf Strongholds does not offer investment advisory services, tax advice, real estate investments, or legal services.
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Maximize Your Assets, Reduce Your Taxes, and Increase Your Net Spendable Income During Retirement

MY FINANCIAL SNAPSHOT