Schedule A Time With Josina Williams

Schedule A Time With Josina Williams

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Name*

First NameLast Name
Phone Number*
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Email*
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What is your biggest need? (you can choose multiple)*

Be Your Own BankProtect Money From Market LossTax-free Retirement PlanSave For The Future/RetirementFixed Index AnnuitySave For Children's FutureIndex Universal LifeI want to get my Insurance LicenseI'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?*

$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 yearMore than $5,00 per month/$60,000 per yearI have a 401K/ IRA/ Account I want to protect and growI'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 PossibleThis MonthNext MonthSometime This YearI'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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