Help your clients understand their retirement income style
Now’s the time to start the retirement income conversation with your clients. The first step? Sit with them as they take this short, 10-question quiz. The results can provide clarity and insight into how your clients want to fund their retirement needs, wants, and wishes.
What’s your retirement income style?
Take the quiz
Interpret your score
If your probability-based score is higher than your safety-first score
You prefer the stock market to fund either most or all of your needs, wants, and wishes. But you may also be interested in sources of protected income for some of your retirement needs.
If your score is 5 for probability-based and 5 for safety-first
You prefer a blend of stock market investments and protected lifetime income for your needs, wants and wishes.
If your safety-first score is higher than your probability based score
You prefer protected income sources for either most or all of your retirement needs and a blend of protected/unprotected income sources for your wants and wishes.
Take the next step
Here’s to funding your retirement needs, wants, and wishes!
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