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HLTS Limited Time Questionnaire Original
1
What is your business entity?
*
This field is required.
LLC
S Corp
C Corp
Multiple Entities
I do not have a business
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2
Do you currently invest in real estate?
*
This field is required.
Yes
No
No, but I am interested
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3
What strategies would you like to learn about (select all that apply)
*
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Cash flowing real estate strategies
Little-known retirement strategies
Opportunity zones
High end life insurances strategies
Living trusts & GRATs
Multi-entity structuring
Charitable organizations
Leveraged tax credits
R&D credits
Back door ROTH
I want to learn it all!
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4
What is your estimated yearly net income?
*
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Less Than $200,000
$200,000 - $400,000
$400,000 - $1,000,000
$1,000,000 - $3,000,000
More Than $3,000,000
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5
What is your current net worth?
*
This field is required.
Less Than $500,000
$500,000 to $1,000,000
$1,000,000 to $3,000,000
$3,000 to $10,000,000
More Than $10,000,000
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6
Name
First Name
Last Name
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7
Phone Number
Please enter a valid phone number.
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8
What is your estimated yearly net income?
*
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$200k - $350k
$350k - $500k
$500k - $1M
$1M - $2.5M
$2.5M - $5M
$5M+
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9
What is your current net worth?
*
This field is required.
Under $2M
$2M - $5M
$5M - $10M
$10M - $25M
$25M+
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10
We are very serious about these tax reduction roadmap calls and want to make sure you are serious as well. If you qualify, will you show up on time and prepared for your appointment?
*
This field is required.
Yes, of course
No, please do not continue
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11
utm_campaign
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12
Name
*
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First Name
Last Name
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13
Email
*
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example@example.com
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14
Phone Number
*
This field is required.
Please enter a valid phone number.
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15
utm_source
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16
utm_medium
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17
utm_term
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18
utm_content
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19
utm_group
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20
gclid
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