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Jeff Martin Financial
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401(k) Rollover Guide
3 Bucket Guide
FAQ- FIA
Secure your future today
Plan Smarter in 15 Minutes
We’ll review your pension, identify any income gap, and show tax-advantaged options (IUL, fixed annuities, whole life/final expense).
Name
*
Email address
*
Phone number
*
School district / employer
*
State
*
Select
California
Ohio
Other- List in Message below
Message
Pension System
*
Select
CalSTRS
STRS Ohio
TRS (other state)
Not sure
Years of service in pension
*
0–5
6–10
11–20
21–30
30+
Years to retirement
*
0–3
4–10
11–20
20+
Just getting started
Do you have a recent pension estimate or projection?
*
Yes (I’ll have it handy)
No (please help me estimate it)
What do you have in place now? (select all)
*
Please select at least one option.
403(b)
457(b)
401(k) /
IRA
Roth IRA
Pension
Group life
Individual life
None yet
Which solution(s) do you want to explore? (select all)
*
Please select at least one option.
Protected lifetime income (Fixed/Fixed Indexed Annuity)
Tax-advantaged cash value growth (Indexed Universal Life)
Legacy & estate planning (Whole Life)
Final expense plan
Not sure—explain options
Comfortable monthly amount to save/redirect (not a commitment)
*
$50–$99
$100–$199
$200–$399
$400–$699
$700+
Not sure
Readiness
*
Ready to move forward if there’s a fit
Likely within 30 days
Comparing options
Just exploring
Consent & disclosures
*
Please select at least one option.
I agree to be contacted by phone, text, or email about insurance-based strategies (life insurance and fixed annuities). I understand this is educational and not investment, tax, or legal advice.
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