Market Corrections Readiness Quiz
What percentage of your accounts are principle protected? (Yellow or Green Money)
Yellow Money Examples: Saving accounts, Money Markets, CD's
Green Money Examples: Fixed Annuities, Fixed Index Annuities
0 - 25 %
25 - 50%
50% or more
What is your 'Uncle' Point?
This is defined by the dollar amount you are ok with losing if the market corrects or crashes!
Does your portfolio 'stress test' match your uncle point?
A stress test is part of a risk assessment, a simple test of investments in your portfolio that gives you a risk probability scale including the likely performance in different market conditions.
I have never heard of this
My advisor says I am ok but have never seen a report like this
My risk assessment shows higher risk then I like but I have not done anything yet
Yes, I have a risk assessment, I am comfortable with the results and the process to monitor
The chart below is an example of a market cycle, where do you think we are in this cycle!
Dream Team (1)
Climbing Up
At the Top
Going Down
Roughly what percent of your retirement income is guaranteed?
Guaranteed: Social Security, Pensions, Annuity Payments
Not Guaranteed: Investment income, IRA Distributions
0 - 25%
25 - 50%
50% or more
What is your income success probability?
A retirement Income Analysis will tell you the probability of your plan to succeed in retirement based on over 1000 test seniors. If there is a shortfall, it will give you a median age that would happen and most importantly, options to ensure it doesn't happen!
I have never heard of this
My advisor says I am ok but I have not saw a report like this
My income analysis shows lower probability rate than I like but I have not done anything yet
Yes, I have done a retirement income analysis, I am comfortable with the results
Do you know what income is guaranteed for a surviving spouse?
No idea
Yes, we have no plan to replace lost income
Yes, we have a plan to replace lost income
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