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Most people flunked this retirement quiz. Can you pass?
Please Answer This
Honestly
Take This 30-Second Quiz To Find Out If You're On
The Right Track Or The Wrong One
Answer This Question:
Are you a man or woman?
Man
Woman
How were you referred to us?
LinkedIn
Facebook
Email
Text
Other
What age do you plan to retire or what age do you plan to have enough money to retire?
Under 55
56-59
60-62
63-65
66-69
After 70 or never
If there was one thing you could change about your retirement plan, what would it be?
Please pick the best option
I wish it would provide better returns
I wish it would provide guarantees so my account is not at risk of losing value - No market risk, safety
I wish it would provide tax-free income now and in retirement
I wish it would provide an income stream that I can't outlive
I wish it was easier to understand how it works
Other
What amount will you have saved by retirement?
Under $100,000
$100,001 to $300,000
$300,001 to $500,000
$500,001 +
If you could create your ideal retirement plan, what would it do?
It would build wealth with no market risk
It would provide tax-free income
It would provide an income stream for life
It would credit my account an average of 7% all the way up to 14.5% annually
It would provide protection (up to $1,000,000) if I became seriously disabled
It would include all the above
Other
If there was a way to get at least half of what you just described, would you like to get more info about it?
Yes
No
On a scale of 1 to 10 (10 being very important), how important is it to be able to retire on your terms and have money to do what you want when you want?
1
2
3
4
5
6
7
8
9
10
How Much Cash In Your Wallet Right Now?
< $10
$10 - $50
$50 - $100
> $100
NEXT QUESTION
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