Sample Retirement Planning Lead at Retirement Leads

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First name:

Last name:

Company:

Email address:

Phone number:

() -

Interest:

Data Trends

Sample Lead

Jane Doe 123 Main Street Forney TX, 75126, United States janedoe@aol.com

Birthdate:	5/17/1950
Phone:	(000) 000-0000
Contact Time:	Morning
Savings:	700,000-800,000
Networth:	200,000-300,000

I need retirement planning consulting services help for:
Retirement Planning, Taxes

I currently own these investments:
Savings Account

These are the specific retirement products that I need professional retirement consulting with:
Annuity, 401K

My primary retirement goals and objectives for my future are:
Create Retirement Income, Health, Fitness and longevity, Travel and vacation, Reduce Health Care Cost, Financial security & Peace of Mind

Additional information you wish to provide to your retirement planning consultant:
My husband has been retired for 10 years and receives an annuity. I am still working and plan to retire sometime this year. I do not know if I should take annuity or lump sum. I have savings in a Thrift fund and money with a financial group. I'm happy with them, but want someone in the Dallas area.

from ProducersWeb.com