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Your Retirement Zodiac Sign

7 questions that reveal how the stars align for your retirement -- your natural strengths, your decision-making instincts, and the one blind spot written in your financial DNA.

How it works: For each question, select the answer that feels most natural to you. There are no right or wrong answers -- each choice aligns with a retirement zodiac sign that reveals your distinct strengths and the one vulnerability you need to watch for.
Question 1 of 7
"When you think about retirement income, what matters most?"
Question 2 of 7
"How would you react to a 25% drop in your portfolio?"
Question 3 of 7
"What best describes your ideal retirement lifestyle?"
Question 4 of 7
"How do you feel about financial complexity?"
Question 5 of 7
"What is your biggest retirement fear?"
Question 6 of 7
"How do you make major financial decisions?"
Question 7 of 7
"When it comes to financial decisions, I usually..."
Please answer all 7 questions before revealing your sign.
Your Retirement Zodiac
Sign Revealed
Your Strengths
Your Hidden Vulnerability

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.