Please provide the following information when requesting a quote. We may need to contact you for further details to provide the best possible solutions.
Send your request to: Greg@Legacy2b.com
or snailmail your request to: Legacy Investment Advisors, 3416 S. Best Rd., Veradale, WA 99037
or just give us a call: (509) 927-0411
1. Name
2. Are you male or female?
3. What is your date of birth?
4. What state do you live in?
5. What is the source of the money – personal injury, workers compensation, non-injury, sale of business, etc.?
6. Please provide your preferred contact method.
7. If you have a special purpose for this money, please state what it is.
8. Do you need lifetime income?
9. Rate your investment risk tolerance on a scale of 1 through 10. 1 = cannot tolerate risk, 10 = can tolerate high risk.
10. Do you need some or all of the money for emergencies or unplanned events?
11. Do you have a medical condition or habits (such as smoking) that may affect your health?
12. Are you receiving Medicaid or Medicare or other government assistance?
13. Other information you wish to tell us about?
