"Unlock Your Financial Future: Share Your Insights for a Better Tomorrow!"

(SURVEY)

1) If you were to become sick or injured, how long could you continue to cover your family’s monthly expenses - like rent or mortgage, groceries and other bills? *

2) Are rising taxes or inflation something you’re concerned about in your long-term financial plan? *

3) Are you open to learning about plans that help protect your income and grow your money for emergencies, retirement, or legacy?

4) Would you like to learn how to reduce your taxes using strategies that business owners and high-income families legally use? *

5) When it comes to your retirement savings, 401(k)s or other investments - what matters most to you right now? *

6) Would you be open to a free 10-minute check - up to spot any financial blind spots - or review your current coverage like life insurance or living benefits (and possibly upgrade it if you qualify)? *

7) If this campaign made sense to you, would you be willing to help share it with others - and possibly earn for doing so? *

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Why hasn’t my financial advisor ever told me about this?

Reason 1:

Most financial advisors don’t know accounts like TFRAs exist - nor, how to structure one to be legally tax-free for the account holder.

Reason

Reason 2:

Most financial advisors recommend financial vehicles their company tells them to recommend.

And as a result, less than 0.07% of Americans have what I call a tax-free "TFRA" account — while more than half the population has a taxable 401(k) or “contribution-limited” Roth IRA.