A Wealth For Life - Retiree Survey

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A Wealth For Life
100 Kiowa Drive West Suite #206
**Gainesville, TX 76240**
Office Number:	1-214-674-4663
Fax Number:	1-940-612-3333
Mobile Number:	1-214-674-4663
Toll Free Number:	1-877-888-8CSA

These are eight primary concerns facing retirement status today.
Please fill-out this brief survey so we can get our valuable information to you.
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1. How can I find higher guaranteed fixed interest replacements for today’s low CD and Money Market rates?
2. What can I do to obtain market recovery of my losses, benefit from market gains, and yet avoid all future market losses to beat inflation?
3. The IRA Tax Bomb – How can I diffuse the taxes?
4. How does the law allow me to reduce or eliminate the tax on my social security income?
5. Will my privacy, dignity and wishes be honored if I should develop a serious illness?
6. Will nursing home cost wipe out my life savings?
7. How can I leave a legacy for generations to come and increase the tax advantageous inheritance to my heirs at moderately/virtually no cost to me or my family?
8. Should I avoid probate for my children when I die? How do I protect my assets for my family and away from lawyers and undesirable in-laws?

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A Wealth For Life
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