Survey

What best describes your risk tolerance for any asset?

I am NOT comfortable with potential LOSS of my PRINCIPAL due to market downturns, however, I would be comfortable with the ability to achieve some growth.I am comfortable with potential LOSS of my PRINCIPAL in an exchange for the opportunity to achieve higher growth and the potential for greater returns.

Please select the one that best describes your tolerance for risk and potential returns:

I wish to preserve and protect my principal from market downturns. I am seeking a stable, consistent rate of return over a specified duration. I am seeking a higher rate of return, regardless of the risk of losing my principal.

Which of the following personal objectives are most important to you?

Accumulation of AssetIncome – Access to lifetime income or guaranteed payment of income.Death Benefit – Leave money to beneficiaries.

If you selected “Accumulation of Asset”, please mark one of the following responses indicated below:

I am seeking returns based on a fixed interest rate and returns are not linked to an index.I am seeking returns linked to the performance of one or more indexes.

If you selected “Income”, please indicate the anticipated horizon for accessing income:

Immediately1 year from nowOther

What do you think taxes will be at retirement?

LowerHigherOther

How do you want to pay for taxes?

Taxed As Earned. Annually.Taxed Deferred. Pay at harvest.Tax Exempt. Pay at the seed.Other

When would you want to start collecting Social Security benefits?

At age 62Full Retirement Age (FRA) ages 65, 66, 67Delayed Retirement Age (DRA) age 68+Other

Which of the following best describes your income?

What is your age group?

What investment, savings, retirement vehicles do you own?

Do you pay extra toward mortgage to pay off loan early?

YesNo

How much monthly?

Do you have life insurance?

YesNo

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