
Complete Survey For Your Free Retirement Consultation
We keep all your information 100% secure & confidential.
This survey connects you with up to three vetted professionals from the StrategIQ Capital network—state-licensed insurance agents or registered financial advisors who specialize in retirement income planning. Matches are based on your location, asset level, and specialist availability. Specialists pay a fee to participate in our network and may be ranked based on those fees, but all specialists meet the same licensing and vetting standards. Your survey responses are shared with matched specialists to facilitate personalized planning discussions. You have no obligation to work with any matched specialist. Service is available to U.S. residents only (50 states + DC). Matched specialists are independent professionals and not employees of StrategIQ Capital.

DISCLAIMER
For educational and informational purposes only. StrategIQ Capital does not provide tax, legal, accounting, investment, or financial advice.
StrategIQ Capital is a marketing platform designed to educate consumers. It does not make product recommendations. Prospects who opt-in for more information may be referred to a state-licensed insurance agent or registered financial advisor who has paid a fee to receive the referral information. These independent agents and advisors are not employees of StrategIQ Capital and may recommend products over which StrategIQ Capital has no control.
All research, case studies, charts, and related content ("website content") strictly refer to insurance products offered by a state-licensed agent. This website content does not constitute an offer to buy, sell, or exchange securities and should not be the sole basis for financial decisions.
StrategIQ Capital content may reference indexed annuities, indexed universal life insurance, and other insurance-based strategies. Any guarantees mentioned are subject to the claims-paying ability of the underwriting insurance company and the terms and conditions of the specific product contract.
Discussions on this website are general in nature, based on various assumptions, and do not guarantee future performance. Historical examples and hypothetical scenarios do not represent actual investment results. The appropriate type and amount of insurance or annuity products depend on individual circumstances, financial situation, and needs.
This website does not provide formal illustrations of any specific annuity contract or insurance policy. Terms and conditions of insurance and annuity products are subject to change by the issuing insurer.
Individuals should seek consultation with a qualified financial professional before making decisions about any recommended product.
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For additional information, please review the Terms of Use and Privacy Policy on this website.
COMMUNICATIONS:
By providing the requested information and clicking "Submit", I provide my signature expressly consenting to contact from (1) StrategIQ Capital and its representatives for appointment scheduling, reminders, educational content, and quality assurance purposes, and (2) My matched retirement specialist: [ADVISOR NAME] regarding products or services related to retirement income planning at the number I provided regarding products or services associated with StrategIQ Capital via live, automated or prerecorded telephone call, text message, or email (even if registered on the Do Not Call Registry).
I understand that my telephone company may impose charges on me for these contacts, and I am not required to enter into this agreement as a condition of purchasing property, goods, or services. I understand that I can revoke this consent at any time.
We take your privacy seriously and will only send you messages related to the products or services you have requested, and we will not share your mobile number with any third-party organizations. We may send messages to you at a frequency that we determine to be appropriate, but you can opt out of receiving messages at any time by replying UNSUBSCRIBE to any message. Standard message and data rates may apply.
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