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Name:
Address:
City:
State:
Zip:
Home Phone:
Work Phone:
Cellular Phone:
Email:
 
 
1. Do you purchase notes for yourself, for an entity or both?
Self/Family
Family Trust
Corp. or LLC
Pension Plan
Other
 
2. Do you purchase notes using a Self-Directed Retirement plan?
No
My IRA
Spouse's IRA
 
3. What type of notes do you prefer?
First T.D. only
Second T.D.
First or Second T.D. depending on circumstances
 
4. What types of security do you prefer?
Residential
Commercial
Land/Acreage
Other
 
5. What is the minimum yield you consider acceptable for your portfolio?
5%
6%
7%
8%
9%
10%
11%+
 
 


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