Atlanta Wealth Security
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Thursday, 19 May, 2022
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First Name
*
Last Name
*
Phone
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Age
Street Address
City
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VT
VA
WA
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Zip Code
Best Time to Call
Morning
Afternoon
Evening
Gender
Male
Female
Investment Amount
Less than $100k
$100k to $250k
$250k to $500k
More than $500k
Source of Funds
Savings or Investment Account
Individual Retirement Account (IRA)
Company Retirement Account (401K)
Exchange from Existing Annuity
Other
When do you plan to purchase?
Within the next week
Within the next 2-4 weeks
Within the next 1-2 months
Within the next 3-6 months
Within the next 7-12 months
One year or longer
Are you employed within the financial services industry?
Yes
No
What is your relationship to the buyer?
I'm buying an annuity for myself
I'm buying an annuity for a relative or friend
I'm a licensed agent or financial planner
Other
Would you describe yourself as
Conservative
Moderately Conservative
Moderate
Moderately Aggressive
Aggressive
Are you more upset when..
Lose money in the market
Miss a big opportunity in the market
How comfortable are you with having all of your money in the market and at risk in order to receive higher returns?
Not Comfortable
Comfortable
Very Comfortable
When do you plan to start withdrawing income from your account?
Immediately
1-2 years
3-5 years
6-10 years
More than 10 years
Never
Do you need more than 10% of your account value per year?
Yes
No
What is more important between the following items?
Guaranteed Lifetime Income
Growth of Account Value
Both of equal importance
Which of the following statements appeals to you most and most likely explains your most current attitude regarding your accounts?
"I am willing to be capped on the growth of my account value as long as I know that I cannot lose money in the market"
"I am willing to accept all the risk of the market in order to achieve the highest returns possible"
"I only feel comfortable knowing exactly what my money will earn every year"
How would you describe your current mood regarding the status of your accounts?
Not Satisfied
Moderately Satisfied
Satisfied
Moderately Happy
Happy and have no intentions to look elsewhere
What type of financial product do you have the most experience with?
Stocks/Mutual Funds
Fixed Annuities
Variable Annuitues
CDs
Bonds
No Experience