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If I could show you how you can get a guaranteed 7% return on your savings or retirement, would you like that?
 
Yes
 
No
 
 
 
What return are you getting on your money right now?
 
0-1%
 
1-2%
 
2-3%
 
4-5%
 
5-6%
 
7% or more?
 
I don't know
 
 
 
Is it taxable or tax free
 
Taxable
 
Tax Free
 
I don't know
 
 
 
Are safety and guarantees important to you?
 
Yes
 
No
 
 
 
Which is more important to you?
 
Rate on your money
 
Return of your money that was lost
 
 
 
Do you have any of the following?
 
Certificate of Deposit (CD)
 
Money Market Account
 
401K
 
IRA
 
Roth IRA
 
Bonds

 
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