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Find Out if You’re Eligible For This "Borderless Wealth" Strategy

Are you a U.S. citizen?

Yes

No

What is your age range?

< 40

40s

50s

60s

70+

What is your annual household portfolio size?

$0 - $10,000

$10,000 - $50,000

$50,000 - $250,000

$250,000 - $1,000,000

$1,000,000+

Have you ever participated in income-generating financial programs before?

*This includes any program where you commit capital to earn a return — CDs, bonds, real estate funds, annuities, etc.

Yes

No

What percentage of your assets are currently in cash or cash-equivalents?

0-10%

11-30%

31-50%

51-75%

76-100%

Do you currently have any debt or leverage exposure?

None

Small (under 10% of assets)

Moderate (10 - 25%)

Significant (26 - 50%)

Heavy (50%+)

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