Take This Free 60-Second Quiz to Find Out If You Qualify for a Safer Retirement Strategy

Step 1: Answer a few quick questions to discover whether your current savings strategy can provide predictable income and protection against market losses.

Are you a man or woman? *

Man

Woman

Are you married? *

Yes

No

What’s most important to you in retirement? *

What best describes your current stage of retirement planning? *

Approximately how much have you saved for retirement (401k, IRA, etc.)? *

Where is most of your retirement money currently held? *(choose all that apply to your current situation)

How comfortable are you with market risk right now? *

Very comfortable — I can handle ups and downs

Somewhat comfortable — small losses are okay

Not comfortable — I want more protection

I can’t afford to lose any more

When would you like to start receiving income from your savings? *

Immediately

1-5 years

5-10 years

Not sure

What would give you the most peace of mind right now? *

Knowing my income is protected

Avoiding future market losses

Getting reliable guidance from a professional

Understanding all my options first

(choose all that apply)

What is your Zip Code? *

First Name

Last Name

Email *

Phone *

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