Spencer, you have a new lead!

Contact Details:

Name: John Doe

Email: [email protected]

Phone:  (123) 110-0000

State: NV

Age: 51

Additional Information:

What’s your favorite vegetables? Broccoli

What would be a comfortable monthly contribution towards your tax free retirement account? $450

What is your primary financial goal? Tax-Free Retirement Income

Preferred Contact Number (Optional): (123) 110-0000

Do you have a plan in place that lets your money grow, protects it from losses, and passes it on tax-free? No

How much do you currently have saved for retirement? Less than $100k

Are you currently contributing to a 401(k)/4013(b)/TSP/IRA or other  employer retirement account programs? No

What kind of legacy do you want to leave your children or grandchildren? No Kids

How would it feel to know you could access money during an emergency - without penalties or taxes? Great