Tax Free Retirement Account (TFRA) Survey

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* 1. What state do you reside in?

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* 2. What benefits of the Tax Free Retirement Account (TFRA) are you most interested in?

Guaranteed Interest Rates

Tax-Free Retirement

No Tax Liability on growth

Preservation of Capital

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* 3. What investment strategies are you currently in?

401 (K)

IRA

Thrift Savings Plan (TSP)

Pension Annuity

Holding Cash

Active Trading

Self Directed Brokerage Account

Real estate

Other (please specify)

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* 4. What is your primary source of income?

Employed

Self-Employed

Business Owner

Retired

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* 5. How would you rate your current health today?

Excellent

Good

Moderate

Poor

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* 6. Which Follow-Up communication method would you prefer?

Text message

Phone Call

Either

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* 7. Regarding your retirement, what is most important to you?

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* 8. Please enter the contact information below so that we can follow up on your survey.

Name

Company

Address

Address 2

City/Town

State/Province

ZIP/Postal Code

Country

Email Address

Phone Number