The 3 primary objectives for our call:

1. Answer the biggest question most Pre-Qualified applicants have: Is this real?
(Short answer: 1000s of qualified individuals a year setup a tax-free retirement plan, so it is very real. More on this when we speak)

2. Understand if a tax-free retirement strategy is right for you.
(We have no interest in selling you something you don’t need. In fact, we turn away over 70% of applicants simply because it doesn’t make sense for their current circumstances and financial goals)

3. Be as brief as possible because above all else we don’t want to waste your time on something that isn’t in your best interest. (We can usually determine if it makes sense to move to the next step in about 5 minutes)