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This survey connects you with fiduciary retirement specialists. Your responses, including financial goals, risk tolerance, and asset details, are provided to matched advisors to support a tailored strategy discussion. Matches are determined by location, asset level, and advisor availability. Specialist participation fees may influence match ranking, but all specialists meet the same vetting criteria. Service available to U.S. residents and specialist only (50 states + DC).

This information is for educational purposes only. StrategIQ Capital does not provide tax, legal, accounting, investment, or financial advice.
StrategIQ Capital is a marketing platform designed to educate consumers. We do not recommend specific products. When you request information, you may be connected with a state-licensed insurance agent who has paid for referrals. These independent agents are not our employees and may suggest products we do not control.
All content on this site—including research, case studies, and charts—relates exclusively to insurance products offered by licensed agents. This content does not constitute a securities offer and should not be your only basis for financial decisions.
References to indexed annuities, indexed universal life insurance, and similar strategies are general in nature. Any guarantees depend on the claims-paying ability of the issuing insurance company. Discussions are based on assumptions and do not guarantee future results. Appropriate insurance types and amounts vary by individual circumstances.
This site does not provide formal illustrations of specific policies or annuities. Product terms and conditions are subject to change by the issuer.
Consult a qualified financial professional before making decisions about any recommended product.
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