Document Your Wishes Home ••• Document Your Wishes Document Your Wishes Document Your Wishes I HAVE QUESTIONS AND WOULD LIKE TO GET MORE INFORMATION I HAVE QUESTIONS AND WOULD LIKE TO GET MORE INFORMATION CALL: (336) 701-3069 E-MAIL: *protected email* Regarding Investment(s), I prefer to: Not invest and keep cash in savings, checking, or other currency Invest in stocks, bonds, etc. Invest in Roth 401(k) Invest in Roth IRA Invest in Whole Life Invest in Trad. 401(k) Invest in an Annuity Invest in Indexed Universal Life (IUL) Regarding Insurance, I prefer to: Not have a policy and have heirs pay for everything out-of-pocket Invest in Roth 401(k) Buy Term Insurance Buy Indexed Universal Life (IUL) Buy Variable Life Insurance **SEC registration agent required** Buy Whole Life Insurance Use my existing policy: Regarding Retirement (SSA disbursement), I prefer to: Retire at 62, Amount $ Retire at 65, Amount $ Retire at 67, Amount $ Retire at 70, Amount $ Transition over years and pay taxes as I do so Regarding Taxation, I prefer to: Pay in tax now accounts (CD, Stock, Mutual Funds, Bonds, Money Market) Utilize tax later accounts (Annuity, Pension, 401(k), IRA, Whole Life) Transition to tax exempt accounts (Roth IRA, IUL, Roth 401(k)) Transition all at once now Annually $ Taxes $ Captcha SUBMIT If you are human, leave this field blank. Δ
