Your retirement timeline

When will you need this income to start?

What you already have

Do you own any annuities today?

Do you currently own any annuities?

None

Yes One

Multiple

Not sure

What's most important to you?

Select all goals that matter for your retirement

Which of these are priorities for you? (Select all that apply)

Guaranteed lifetime income I can’t outlive

Income later (defer growth and turn on payments in the future)

Protect principal while still earning growth

Tax-deferred growth

Leaving money to beneficiaries

Potential long-term care or health-related benefits

Peace of mind and predictability

Your comfort with risk

Understanding your tolerance helps us find the right fit

How do you feel about market ups and downs with this money?

I prefer predictable returns and stability

I can accept some fluctuation for more growth potential

I’m comfortable with significant market risk for higher returns

Not sure / it depends

Which worries you more?

Losing money (downside risk)

Not growing enough to reach my goals

Balancing both equally

Your income needs

How will this money be used in retirement?

Is this money for essential expenses (housing, food, healthcare) or more discretionary/lifestyle goals?

Mostly essential needs (housing, food, healthcare)

A mix of essential and discretionary

Mostly discretionary / extra lifestyle

Still figuring it out

Approximately how much monthly or annual income would you want from an annuity?" (Optional - can leave blank)

Next steps & timing

When would you like to move forward|?

How soon would you like to see personalized annuity illustrations and recommendations?

As soon as possible

Within the next 30 days

Within the next 3–6 months

Just learning for now, no rush

Let's connect

How should we reach you with your personalized analysis?

Full Name

Email *

Phone *

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