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Thanks for taking a minute to fill that out. I’ll review what you shared and follow up the way you requested. No pressure — just straight answers and a clear next step.

If you don’t see a message from me soon, just keep an eye on your phone — sometimes carriers filter unknown numbers. If texting is easier, you can simply reply when you see my message.
What happens next

I’ll reach out to confirm details and make sure I understand what you’re trying to accomplish.

  • We’ll start with your goals and what you’re currently doing.
  • I’ll explain the simplest safe options that fit.
  • If it makes sense, we’ll map the next step — if not, you’ll still leave with clarity.
How to get the most value from our conversation

You don’t need anything complicated — this is just to help the conversation move fast and stay clear.

  • Have a general sense of what feels comfortable for you right now.
  • Know your top goal (retirement, family protection, emergency fund, college, etc.).
  • Be ready to share what you do not want (market loss, high fees, confusion, pressure).
Calm, clear, no-pressure guidance.
IULMechanic.com
Educational discussion only. No guarantees. Coverage, costs, and availability vary by carrier and eligibility.