Checklist
Please answer the questions below and when finished, click "Send Now" to return the checklist.
Provide information on alternatives to CDs that are more competitive for retirement funding.
YES
NO
UNSURE
Please provide information on saving strategies for my child’s or grandchild’s education.
YES
NO
UNSURE
Provide information on my eligibility for a Roth IRA.
YES
NO
UNSURE
Provide information on tax-efficient savings for retirement.
YES
NO
UNSURE
Provide cost information on affordable life insurance policies for my age.
YES
NO
UNSURE
Specify amount here:
As needed, please consult your own tax, legal or accounting professional before making any decisions; I do not provide tax, legal or accounting advice.
SMRU 1668123