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VAMOS A COMENZARAprender como las estrategias de Missed Fortune se aplican a su situación es muy fácil como…
1. Tell us about yourself
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| * First Name: | |
| * Last Name: | |
| Are you married? | |
| DOB: | |
| Address: |
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| City: | |
| State: | |
| Zip: | |
| * Phone 1: | |
| Phone 2: | |
| Best times to call: | |
| * Email: | |
| How do you prefer we contact you?: |
2. Tell us about your experience with the Missed Fortune concepts
| Which Missed Fortune books have you read?: |
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| Who has read the book(s)? : |
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| How did you hear about Missed Fortune?: |
3. Tell us about you current portfolio
| What is your occupation?: | |
| How much is your approximate annual income?: | |
| How many properties do you own?: | |
| How many retirement accounts do you
have? Ex : IRAs, 401(k), 403(b) |
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| How many other investments do you
have? Ex : CDs, annuities, mutual funds |
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| Are you working with a financial planner?: |
4. Tell us about you current expectations
| Do you have any major health issues?: | |
| How serious are you about meeting with a TEAM member?: |
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| What would you like to accomplish by meeting with a TEAM member?: | |
| Is there any other information you would like to share regarding your situation?: |
