TFRA’s (Tax-Free Retirement Accounts
The TFRA Program
A Path to Earning 30-40 Times More Interest
CONGRATULATIONS, YOU HAVE BEEN MATCHED WITH A LOCAL REPRESENTATIVE:
Doug Mitchell, CLU
“Planning For Tomorrow Starts Today”
HERE'S WHAT HAPPENS NEXT:
Doug will be touching base with you to complete your program qualifications and answer any remaining questions you may have.
The next step is to have a quick chat on the phone. Here are the 3 primary objectives for our call:
1. Answer the biggest question most Pre-Qualified TFRA applicants have: Is this real?
(Short answer: 1000s of qualified individuals a year setup a TFRA, so it is very real. More on this when we speak)
2. Understand if the TFRA strategy is right for you.
(We have no interest in selling you something you don’t need. In fact, we turn away over 70% of applicants simply because it doesn’t make sense for their current circumstances and financial goals)
3. Be as brief as possible because above all else we don’t want to waste your time on something that isn’t in your best interest.
(We can usually determine if it makes sense to move to the next step in about 5 minutes)
Don’t want to wait, find a time below that works for you.