NERT


design your plan

Retirement Plan Presentation Download and Design Questionnaire

Company Name
First Name
Last Name
Address
Address
City
State
Zip
Daytime Phone Number nnn-nnn-nnnn
Evening Phone Number nnn-nnn-nnnn
Fax Number nnn-nnn-nnnn
Email Address
Presentation

 

Would you like a free Retirement Plan Design Analysis?

 

 

Complete the optional infomation below

 
Occupation
Date of Birth eg 12/5/85
Annual Earnings $
Do you currently participate in or maintain a retirement plan?
If yes, identify the type(s) of Plan(s) and their estimated level of assets.
Current Contribution Per Year $
How many individuals are employed by your business?
What is the name of your business?
How is it structured?
My spouse is employed by me.
My spouse is employed at
My spouse participates in a plan at work.
My spouse's type of plan is
Please enter a rating of 1-5 for each item below based on the following scale
1=Strongly Disagree 2=Mildly Disagree 3=Neutral 4=Somewhat Agree 5=Strongly Agree
I want to maximize retirement benefits for owners/key employees.
-    +
I want to maximize my tax deduction.
-    +
I want to allow employees to save for their retirement.
-    +
I would offer a matching employer contribution to help employees save for their retirement.
-    +
Employees generally have long service with our organization.
-    +
I can generally produce better investment results than a professional advisor.
-    +
I need a better understanding of what I will have to live on at retirement.
-    +
If I could, I would like to deduct from my taxes:
I would like to retire in:  
The best time to phone me for the initial consultation is:
An alternate time to phone me for the initial consultation is: