Asset Optimization

FAQs
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IUL Simulator

How It Works?

Get acquainted with the process of insurance. It takes just a few simple steps.

Let us get to know you

Step #1 is filling out our financial pre-sheet. this will allow us to build you a personalized profile.

Tell us what YOU feel YOU need

Step #2 is talking things out. Tell us your goals and how you want us to help.

Sit back while we design your plan

Step #3 is to judge our presentation. The power is in your hands!

First Name *

Last Name *

Email *

Phone *

Which topic most interests you? *

Minimize taxes on lump sum income
Not running out of money during retirement
Real estate/ equity management
Protect myself from market volatility
College funding alternatives
Other
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What is your approximate annual household income? *

$0 - 50,000

$51,000 - 100,000

$101,000 - 200,000

$201,000 - 400,000

$400,000 +

How much do you save on a monthly basis? (on average) *

$0 - 500

$501 - 1,000

$1,001 - 2,500

$2,501 +

What is the estimate value of your qualified retirement accounts (IRAs, 401(k)s, etc)? *

$0 - 50,000

$51,001 - 100,000

$100,001 - 250,000

$250,001 - 500,000

$500,001 - 1,000,000

$1,000,001 +

What is the estimate value of your non-qualified savings/investments accounts (non IRAs,401(k)s, etc)? *

$0 - 50,000

$51,001 - 100,000

$100,001 - 250,000

$250,001 - 500,000

$500,001 - 1,000,000

$1,000,001 +

What is the total value of your real estate? *

$0 - 500,000

$500,001 - 750,000

$750,001 - 1,000,000

$1,000,001 +

What is your current stage of retirement? *

Working years (pre-retirement)

Retire within 5 years

In retirement

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Here's What People Say About Us

ADWC is always thankful for our amazing clients

I've learned that an IUL is a useful financial instrument where I can actively save money while simultaneously setting myself up for long-term financial gains...

Frederick G.

You are the best financial advisor I could ever ask for!

Sherry I.

Thank you for being thorough throughout the whole process.

Luana A.

COMPANIES WE WORK WITH:

(817) 968-3381

Phone Number

go@mail.adwoodconsulting.us

E-mail address

AD WOOD CONSULTING

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Email: go@mail.adwoodconsulting.us

Phone Number: +1 (817) 968-3381

Website: www.adwoodconsulting.us

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