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REQUEST A FREE CONSULTATION

Name     

Financial Concerns ... Pre-Retirement   Yes          No 
Financial Concerns ... Post-Retirement   Yes          No 
How would you describe your risk tolerance?     Low         Moderate    High
Have you lost money in the stock market in the past 5 years? Yes          No      Don't Know 
Has your retirement portfolio values decreased over the past 5 years? Yes          No      Don't Know 

To assist us in understanding your needs, please complete the following:

Do you own any of the following?

Mutual Funds   Yes      No Stocks  Yes      No  
Certificates of Deposits Yes      No   Real Estate  Yes      No  
Variable Annuities  Yes      No   Fixed Annuities  Yes      No  

Please read the following statements, and choose how strongly you agree or disagree with each:

1.  To obtain potentially higher long term returns on my investments, I am willing to accept annual returns that may vary greatly.
2.  Achieving significant growth is a more important goal than protecting the value of my investments.
3.  If one of my investments loses over 20% over the course of a year, I can easily resist the temptation to sell it.
4.  I do not plan on withdrawing my retirement money for major expenses before I retire. 
5.  I consider myself knowledgeable about economic issues and personal investing.

 

May a Financial Advisor contact you?  Yes      No  

Would you like a free, no obligation consultation with a financial advisor?  Yes      No  

If so, please provide us with a telephone number where we may contact you to arrange for your free consultation.

Would you like to receive consumer brochures on equity index annuities?  Yes      No  

If so, please provide us with your complete address:

Number & Street                                                     Town/City                                       State/Zip Code

Questions or Comments

 

 
 

Securities products and investment advisory services offered through registered representatives / investment advisor associates of Ameritas Investment Corp.  Shore Financial Group, LLC is not an affiliate of AIC.  Member NASD / SIPC.
 

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