Skip to content
Is an Annuity right for my Retirement?
Survey provided by www.retirestressfree.com
If the #1 goal of my retirement money is INCOME than
An annuity might be the perfect addition!
Answer these questions to find out and then work with an expert to find the best solution.
*
1.
I want to get the most out of my Retirement Money (401k/IRA)
(Required.)
Yes
No
*
2.
My Retirement Money is for Living my Best Retirement
(Required.)
Yes
No
*
3.
My 401k/IRA is 100% in the Market (Stocks/Bonds)
(Required.)
Yes
No
*
4.
Would you be stressed if the Market dropped 30%?
(Required.)
Yes
No
*
5.
Would you feel better knowing some of your retirement income was protected or guaranteed?
(Required.)
Yes
No
*
6.
Would you like to reduce taxes in retirement?
(Required.)
Yes
No
*
7.
Is Social Security your ONLY source of Guaranteed Income?
(Required.)
Yes
No
*
8.
Would you like to explore a strategy that protects your money from market losses?
(Required.)
Yes
No
*
9.
If I had more retirement income, I would spend it and enjoy retirement?
(Required.)
Yes
No
*
10.
I am concerned about my spouse/significant other after I pass?
(Required.)
Yes
No
*
11.
Would you be ok turning some of your money into a personal pension?
(Required.)
Yes
No
*
12.
100% liquidity is most important to me?
(Required.)
Yes
No
*
13.
I have a plan for Long Term Care Costs?
(Required.)
Yes
No
*
14.
How Soon do I need to begin taking Income?
(Required.)
*
15.
Your Name
(Required.)
*
16.
Your Email Address- Get all our Retirement Education!
(Required.)
*
17.
Your Mobile #
(Required.)
