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The "One Number" Retirement Scorecard

8 questions. One score. A clear picture of where your retirement plan stands.

Answer each question honestly based on your current situation. Each question contributes points to your total score. There are no trick questions -- just an honest snapshot of your retirement readiness.
Question 1 of 8
"How confident are you that your savings will last through retirement?"
Question 2 of 8
"How much of your retirement income is guaranteed (Social Security, pension, annuity)?"
Question 3 of 8
"What is your biggest financial concern about retirement?"
Question 4 of 8
"How recently have you reviewed your plan with a professional?"
Question 5 of 8
"Do you have a specific, written retirement income plan?"
Question 6 of 8
"How prepared are you for unexpected expenses in retirement (medical emergencies, home repairs, family needs)?"
Question 7 of 8
"Do you have a written retirement plan?"
Question 8 of 8
"Have you discussed your retirement plans with a financial professional?"
Please answer all 8 questions before viewing your results.
0 out of 100
Your Retirement Readiness Score
Score Breakdown

Your Next Steps

1
If you received this by email: Navigate back and click the booking link to schedule your free 60-minute education session.
2
If you received this by text: Reply to your advisor and share what stood out to you. They will take it from there.
3
Pick a time that works for you on the calendar that appears.
4
Show up to your free 60-minute education session. No obligations, no sales pitch -- just annuity basics and answers to your questions.
5
Receive your free book after the session -- our way of saying thanks for your time.