RETIREMENT ASSESSMENT

Take this 15 Question quick check to see if your money is protected and safely positioned to generate income you can’t outlive.

Protect your principal from market loss
Create reliable income in retirement
Avoid common retirement mistakes

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Your 60-Second Assessment

Answer 15 short questions below to see if your money is protected and positioned to generate income you can’t outlive.

60 Second Retirement Ready Assessment

Find out how prepared you may be for predictable retirement income.

1. How confident are you that your retirement income will last your lifetime?

Not confident Somewhat confident Mostly confident Very confident

2. Do you know exactly how much monthly income you need in retirement?

No idea Rough estimate Pretty clear Yes, exactly

3. How much of your essential monthly expenses are covered by guaranteed income?

Very little Some Most All essential expenses

4. How protected is your retirement money from market losses?

Not protected Slightly protected Mostly protected Fully protected from market loss

5. Do you have a plan for inflation in retirement?

No plan Some concern, no strategy Some strategy Clear inflation strategy

6. How prepared are you for healthcare or long-term care costs?

Not prepared Slightly prepared Mostly prepared Very prepared

7. Do you understand the difference between growth money and income money?

No A little Mostly Yes, clearly

8. How recently have you reviewed your retirement income plan?

Never Over 3 years ago Within 1–3 years Within the last year

9. Do you know how much risk your current retirement assets are exposed to?

No Somewhat Mostly Yes, clearly

10. If the market dropped 25%, how much would it affect your retirement income?

It could seriously hurt me It would concern me It would have limited impact It would not affect my guaranteed income

11. Are you currently retired?

Yes No

12. When do you plan to retire?

Already retired Within 1–3 years Within 4–7 years More than 7 years

13. Do you currently own an annuity?

Yes No Not sure

14. Which matters most to you right now?

Guaranteed income Protecting principal Leaving money to family Understanding my options

15. Would you like a simple breakdown of your retirement income options?

Yes No Maybe later

Your Score: /100

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Book a One on One Review with Us Now

Based on your grade, if an 85 or below, you should consider booking a free retirement review session. We have over 500 satisfied customers we've placed into fixed index annuities. They NEVER have to worry about the market uncertainty and losing money based on the stock markets performance. At Annuity Gal, we believe guaranteed lifetime income should cover your essential monthly expenses. Everything beyond that, make sure to Enjoy it! Because you know your bills and mortgage are already taken care of.