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Is an Annuity Right for You?

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Explore If an Annuity Fits Your Needs

Planning for retirement involves more than just saving — it’s about making the right decisions to help turn those savings into dependable income. One option many people consider is an annuity, but how do you know if it’s the right fit for your needs? This short quiz is designed to help you reflect on your financial goals, income preferences, and comfort with risk to see how closely they align with the features of an annuity.

In just 10 quick questions, you’ll get a personalized score with insights that can help you better understand your retirement planning style. Whether you’re just getting started or already exploring income options, this quiz is a helpful step toward clarifying your path.

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Is an Annuity Right for You?

1. How far are you from retirement?*

Less than 5 years or already retired

5–15 years

More than 15 years

2. How important is having guaranteed income in retirement?*

Very important — I want steady, reliable income

Somewhat important — I want a balance

Not important — I prefer growth potential

3. How would you describe your investment risk tolerance?*

Low — I prefer to avoid losses, even with lower returns

Moderate — I want some growth with reduced risk

High — I’m comfortable with market ups and downs

4. Do you expect to need access to your retirement funds at any time?*

No, I can commit funds for long-term income

I may need limited access to a portion

Yes, I want full access and flexibility

5. What’s your biggest concern about retirement?*

Running out of income too soon

Balancing returns with protection

Maximizing returns

6. Are you familiar with how annuities work?*

Yes, I understand the basics

A little

Not really

7. How do you feel about fees if the product meets your goals?*

I don’t mind fees if the tradeoff is security or lifetime income

I’m okay with fees if there’s a clear benefit

I avoid any product with fees

8. Are you looking for ways to protect against market downturns?*

Yes — protection is a top priority

Maybe — I’ve had some bad experiences

No — I’m focused on growth

9. Would you value an income stream that lasts as long as you live?*

Yes — lifetime income is a top priority

Maybe — I’d consider it

No, I prefer managing my money myself

10. How confident are you that your current retirement plan will last your lifetime?*

Not confident — I worry about outliving my money

Somewhat confident — it depends on the markets

Very confident — I have more than enough

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Find Your Definition of True Wealth

Everyone has their own definition of true wealth. For some, it’s that family vacation you’ve always dreamed of. For others, it’s not running out of money in retirement. We help you pinpoint your definition of true wealth, then help you build the legacy you’ve dreamed of.

Selecting the right financial advisor is an important step in your pursuit of true wealth. We build a customized plan for whatever your needs, including individual financial planning and business financial planning.

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Compliance Statement:

The content provided on this website has been compiled from sources believed to be accurate. It is intended for educational and informational purposes only and does not constitute tax, financial, or legal advice. Visitors should consult with their legal, tax, or financial professionals for advice specific to their individual circumstances. The materials on this website are not intended to address any specific situation, serve as the basis for investment decisions, or act as a solicitation to invest.

Content may include illustrative examples such as numerical data, charts, or calculations, which are for demonstration purposes only and not guaranteed for accuracy. Investing involves risks, including potential loss of principal, and past performance is not a guarantee of future results.

This website and its content are provided as part of a demo experience and do not reflect the services of any specific financial firm or advisor.

For further information, please contact your financial professional.