Strategy Session Request

Get your money working for you.

What interest you in LiveIWS? *

Infinite Banking Concept?

Vortex Banking Strategies?

LiveIWS Trust program?

Do you or your spouse currently have Life Insurance? *

Yes - Term

Yes - Whole

No

Other

If Yes, how much coverage do you currently have in force?

Do you have any current Retirement Accounts? *

401(k), 403(b)

Annuities

IRA, Stocks, Bonds

Pension, Mutual Fund, Money Market

Unsure of Bank Funding Source

None

Do you currently own a home? *

Yes

No

Do you currently have any 3rd Party Debt? *

Yes

No

If YES? How much debt are you current carrying?

0-100K

100K-500K

500K -1Mil

1Mil +

Do you currently have money in savings? If Yes, How Much?

If we could show you a way to access nearly 100% of the money that is currently in your savings. Would you be interested in learning how those dollars could Super Charge your Infinite Banking Strategy? *

Yes

No

How important is it to protect your assets? *

Important

Very Important

Extremely Important

Would you like to know how to legally defer taxes on passive and investment income? *

Yes

No

Do you own any automobiles? *

0

1-3

3-5

6-10

Are you currently involved in any law suits? *

Yes

No

Relationship Status? *

Single

Married

Currently going through a divorce

Do You have any children? If Yes - How many children and what are their current ages

Are you currently employed? *

W-2

K1

Investment income

1099

What is your occupation? *

Do you currently have any of the following business entities? *

Trust(s)

S-Corp

LLC

C-Corp

What is Your Monthly Household Net Income? *

Estimated Cost of Living Expenses? *

Do you have any Discretionary Income?

Are you the final decision maker? *

Yes

No

How would you rate your current state of health on a scale of 1-10? *

1-3 (Bad)

3-6

6-10 (Good)

Do you use Tobacco? *

Yes

Vape

Other

No

What is your Date of Birth (DOB) *

Do you have any ongoing medical concerns?

Are you Currently taking any prescription?

Is there anything else you would like to share with us?

Full Name *

Email *

Phone *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from IWS. You can reply STOP to unsubscribe at any time.

NEXT

By submitting this form, you consent to receive marketing and promotional SMS messages from Wealth Strategist Group. Message frequency may vary. Reply "STOP" to unsubscribe. Standard message and data rates may apply. Your information will be handled in accordance with our Privacy Policy.

Privacy Policy | Terms & Conditions