* First Name
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* Last Name
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* E-mail Address
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* Home Phone
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Business Phone
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Organization (if applicable)
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Address
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City
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State
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Zip Code
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| Preferred Method of Contact E-mail Phone U.S. Mail |
| Most Convenient Time to Call A.M. P.M. |
1. Income Preference:
Tax Free
Taxable (skip to question 4)
No Preference
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2. If your income preference is tax free*, are subject to AMT (Alternate Minimum Tax)?
Yes
No
Not Sure
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3. What's your estimated federal tax bracket?
15%
25%
28%
33%
35%
Not sure
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4. If your income preference is taxable, check one or more products that you may be interested in:
Certificates of Deposit
Corporate Bonds
Agencies
Treasuries
Other
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5. Industry accepted credit agencies rate bonds on a graduating scale ranging from "AAA" (Standard and Poor's rating), which is considered best or safest, to below investment grade or junk status.
Keeping these credits ratings in mind, select your risk tolerance.
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6. Select the maturity range(s) that best suits your needs and/or risk tolerance:
< 1 Year
1-5 Years
6-10 Years
11-15 Years
16+ Years
No Preference
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7. Most bonds must be purchased in multiples of either $1,000 or $5,000. What amount are you looking to invest?
< 25,000
$25,000 - $100,000
$100,000 +
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8. Although most bonds mature at par ($1000.000 or $1000/bond), purchase prices can be at discount or premium based on numerous variables. Select the price structure you prefer.
Discount (< $100.000)**
Zero coupons
Par (= $100.000)
Premium ($100.000 +)
**Discount bonds my be subjected to capital gains tax. Rates will vary for individual tax payers.
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Enter your comments below
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