Eddy Munoz

What are your biggest financial goals right now?

Retirement Planning, Wealth Building, Tax-Free Income, Legacy Estate Planning, Other (please specify)

Are you familiar with Indexed Universal Life (IUL) policies?

What concerns do you have about your current financial plan or retirement strategy?

Market Volatility, Taxes on Retirement Income, Outliving My Savings, Lack of Growth Opportunities, Other (please specify)

Have you ever explored tax-free retirement strategies?

How important is it for you to leave a financial legacy for your loved ones?

What's your biggest fear when it comes to retirement?

Running Out of Money, Market Crashes, High Taxes, Health Care Costs, Other (please specify)

Do you currently work with a financial advisor?

How do you prefer to learn about financial strategies?

What's the most important factor you look for in a financial professional?

Trust/Integrity, Expertise/Knowledge, Personalized Service, Clear Communication, Other (please specify)

Would you like to schedule a free consultation to explore how an IUL policy can help you achieve your financial goals?

goals? can retirement?