Schedule A Time With Josina Williams
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Name
*
First Name
Last Name
Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
What is your biggest need? (you can choose multiple)
*
Be Your Own Bank
Protect Money From Market Loss
Tax-free Retirement Plan
Save For The Future/Retirement
Fixed Index Annuity
Save For Children's Future
Index Universal Life
I want to get my Insurance License
I'm looking for a higher paying profession & learn what it takes to get licensed.
How much are you wanting to grow and protect every year/month?
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$300 per month/$3,600 per year
$500 per month/$6,000 per year
$1,000 per month/$12,000 per year
$2,500 per month/$30,000 per year
More than $5,00 per month/$60,000 per year
I have a 401K/ IRA/ Account I want to protect and grow
I've got a lump sum of money sitting in the bank that isn't growing and I want to put it somewhere else where it can get a decent return.
And how soon are you looking to implement a financial strategy to accomplish those goals?
As Soon As Possible
This Month
Next Month
Sometime This Year
I'm not sure.
Are you certain that you will set a reminder on your calendar and set aside other obligations to attend your scheduled Zoom call at the time you have selected and have your camera on? (If not, please select another time)
*
Yes, you have my word!
No, I can not commit to this time.
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