Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastI am *New to AmeritimeEstablished Ameritime Client (met with an Ameritime advisor in the past)Personal Email *Personal emails are preferred since many school districts have Spam filters set to block outside emails.Date of Birth *School District *Are you in PSRS or PEERS? *PSRSPEERSNeitherLet us know which MO public school pension you are in. PSRS (certified employees) PEERS (non-certified employees) How did you hear about Ameritime?Friend, family, colleague (list names in box below - We would like to thank them.!)KFNS 590 (Frank Cusumano - The Press Box)Streamline SportsSocial Media (Facebook, Linkedin)Advertising (ex - event sponsorships, electronic signs, etc)Web searchOther (Please specify in box below.)How did you hear about Ameritime?Please add first & last names of those who referred you. (We would like to send a "Thank You" to the individuals who introduced you to Ameritime.) I have attended a school or school district Ameritime presentation.YesNoDo you have a spouse that is also a member of PSRS or PEERS? *NOYes, PSRS MemberYes, PEERS MemberPlease complete if your spouse is a PSRS/PEERS Member: Add their name, date of birth, district, yrs. of service, and email in the boxOutside of your MO pension, would you or your family like help with any other parts of your financial picture?Cash Flow Strategies (Do you feel like you do not have enough money? Are you wondering if you should save more for retirement?)The Control Option (TCO)The Income MaximizerInvestment StrategiesEstate Planning (Wills & Trusts)Social Security/Medicare InformationLife Insurance Strategies - Protecting my pension for my family & future generations.Tax StrategiesHaving a pension as good as PSRS & PEERS is unique in today's world, so planning your financial picture around your biggest asset (your pension) is extremely important. Additional information you would like to share....specific questions, concerns, retirement goals, best time to contact you, etc. , *Thanks for reaching out to Ameriitme. An Ameritime representative will be contacting you soon to get a meeting scheduled with you and one of our Educator Specialist teams. We look forward to working with you.NameSubmit
