- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MA
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
- DC
- No elements found. Consider changing the search query.
- List is empty.
- Under 34 years old
- 35-44 years old
- 45-54 years old
- 55-64 years old
- 65+ years old
- No elements found. Consider changing the search query.
- List is empty.
Combined annual income of all household members
- Below $75,000
- $75,000-$150,000
- $150,000-$250,000
- $250,000-$500,000
- $500,000+
- No elements found. Consider changing the search query.
- List is empty.
- Less Than $100,000
- $100,000–$250,000
- $250,000–$500,000
- $500,000–$1M
- $1M+
- No elements found. Consider changing the search query.
- List is empty.
- Protecting my family with life insurance
- Planning for long-term care costs
- Creating guaranteed retirement income
- Passing on a legacy tax-efficiently
- Growing wealth for retirement
- No elements found. Consider changing the search query.
- List is empty.
- Securing life insurance coverage
- Putting a long-term care plan in place
- Setting up guaranteed retirement income
- Building/Protecting my estate
- No elements found. Consider changing the search query.
- List is empty.
- Immediately (within 30 days)
- Within 90 days
- In 6–12 months
- Just gathering information
- No elements found. Consider changing the search query.
- List is empty.
- A monthly premium of $300–$1,500+ (for life insurance/LTC)
- A lump sum of $50k+ (for guaranteed income/wealth strategies)
- I’m not ready to commit financially
- No elements found. Consider changing the search query.
- List is empty.
- Client Referral
- Community (e.g., CoachK, COG, Tax Deed Wolf)
- Other
- No elements found. Consider changing the search query.
- List is empty.
- ScaleHer Summit
- Tax Deed Wolf
- Coach K Community
- Circle of Greatness
- I'm not part of any community
- No elements found. Consider changing the search query.
- List is empty.