Find Out If You’re Ready for a Confident Retirement

Answer a few quick questions to see how prepared your income, savings, and protection are for retirement. It only takes two minutes.

Do you know exactly how much guaranteed income you’ll have every month in retirement, no matter how long you live?

Yes, I have a plan in place

Somewhat, I have estimates, but not guaranteed

No, I don’t know where to start

If the market dropped 30% tomorrow, how much of your retirement savings would be protected?

All of it, I’m fully protected

Some of it, I’d lose a portion

None, I’d lose most of my savings

Not sure, I haven’t checked

Do you have a plan to protect your retirement income from taxes so you can keep more of what you’ve saved?

Yes, I’m already using tax-efficient strategies

Somewhat, I’ve done a little planning

None, I’d lose most of my savings

Not sure, I haven’t checked

If something happened to you today, would your family be financially secure—or scrambling to figure things out?

Secure, everything is covered

Somewhat secure, a few things need work

Not secure, they’d have to figure it out

Not sure, I’m not confident in my plan

What will waiting another 5 years to plan for retirement really cost you?

A lot, every year I wait makes it harder to catch up

Some, I still have time, but don’t want to wait

Not much, I’ll plan later

I’m not sure, but I’d like to find out

Where should we send your results?

Full Name

Where should we send your results?

Email *

What’s the best number to send your results and quick summary?

Phone *

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