congratulations you have been pre-qualified for a tFRA (Tax-Free Retirement Account)
You Have been matched with your Representative:
Daniel Cavalier
"Planning For Tomorrow Starts Today"
Here's what happens next:
The next step is to have a quick chat on the phone.
Here are the 3 primary objectives for our call:
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: 1000's 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)
Daniel Cavalier will be in touch via text and/or phone to schedule your initial Call.
Note: If we are unable to contact you for this initial call, your application will be canceled.
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