Clone of 15 Annuity Traps Leads (Shorter Copy)

1
Zip Code* This field is required.We use your zip code to confirm which products and rates are available in your state.
2
Which Products Are You Most Interested In?* This field is required.Not sure? That’s okay. Choose the option that sounds closest. We can help you compare the differences and decide which type may fit your situation
Best 3-Year Fixed Annuity
Best 5-Year Fixed Annuity
Best 7-Year Fixed Annuity
Best Index Annuity — Locked Rate
Best Income Annuity — SPIA / DIA
Highest Rate Available — Lower-Rated Carrier
3
Approximate Amount You Are Considering Investing* This field is required.Because rates and availability vary based on your investment amount. Scott works with a minimum investment of $50,000
$50,000-$100,000
$500,000-$999,999
$100,000-$250,000
$1,000,000-$2,000,000
$250,000-$500,000
More than $2 million
4
How young are you? Please enter your birthday* This field is required.Some products have age limits — your date of birth helps us identify exactly what's available to you
Month
Day
Year
5
Do you need access to withdrawals during the term?Because being able to access your funds might be important
I don't need any access
5% per year penalty or interest only free access would be ok
I need 10% per year withdrawals or more
6
What matters most to you right now?
Protecting what I've saved from market loss
Generating guaranteed income I can't outlive
Getting a better return than CDs or savings accounts
Understanding an annuity I already own
Making sure my money passes to my family efficiently
I'm not sure yet, I just want to understand my options better
7
Which type of annuity approach are you generally more comfortable with today?
A simple fixed annuity with a guaranteed return from a highly rated company
Higher potential returns with more complexity and market-linked features
I’m open to comparing both
I’m still learning and would like help understanding the differences
8
Would You Like To Speak To Scott Brooks, CFP® About Your Situation?* This field is required.There is no pressure to schedule a call. We can send the analysis by email first if you prefer.
Yes, I'd like to schedule a call
Maybe - please send the analysis first
No, email is fine for now
9
What is your phone number? By clicking next below, I expressly consent to annuityresources.com to send marketing messages - including texts and calls related to the annuity analysis. Accepting this consent is not required to obtain any good or service.
Please enter a valid phone number.
10
What is your phone number?Optional. Add your number if you’re open to a call or text after reviewing the analysis. By entering your number and clicking next below, I expressly consent to annuityresources.com to send marketing messages - including texts and calls related to the annuity analysis. Accepting this consent is not required to obtain any good or service.
Please enter a valid phone number.
11
What questions or concerns do you have after reading our 15 traps report?Because we would love to help answer them in the material we send
Huge
Large
Normal
Small
Ok
Ok
12
Email Address* This field is required.We ask you to verify your email because a real person is about to spend time on your custom analysis — we want to make sure it reaches the right inbox
example@example.com
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Full Name * This field is required.Last step - who should we prepare this for?
First Name
Last Name
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