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If you've taken Part 1 of the Questionnaire and answered Yes to at least 1 question, realizing that you should learn about annuities is pretty easy...
Deciding whom to trust can be more challenging...
We'd love an opportunity to get to know you, earn your trust, and guide you through the PH Financial Group Retirement Income Design process.
Take Part 2 of The Questionnaire
When would you like to retire?
I'm already retired
Within 3 years
Within 11 years
In more than 11 years
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Presenting you with ALL of your options for retirement
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Questionnaire
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should I consider annuities?
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Questionnaire - Part 1
Determine if you should learn about annuities...
Are you interested in investments that offer downside protection with SOME RETURN?
Yes
No
Are you interested in investments that offer GUARANTEED INCOME in retirement, no matter how long you live?
Yes
No
Are you in need of investments that allow you to save on a tax-deferred basis, above the current 401(k) contribution limits?
Yes
No
SUBMIT
If you answered YES to at least 1 question, realizing that you should learn about annuities was pretty easy...
Deciding whom to trust can be more challenging...
NEXT
Questionnaire - Part 2
ANNUITY QUESTIONNAIRE
Some questions to start a conversation...
When would you like to retire?
I'm already retired
Within 3 years
Within 11 years
In more than 11 years
Are you interested in payments...
...for life?
...for a certain number of years?
I'm not sure and would like to speak with an advisor about retirement income design
Do you prefer income that's...
...tied to the performance of the market?
...a fixed amount?
I'm not sure and would like to speak with an advisor about retirement income design
Would you like...
...to have easy access to your money?
...truly reserve it for retirement needs?
I'm not sure and would like to speak with an advisor about the implications
Do you want to leave money to your loved ones?
Nope, it's just for me
Nope, it's just for me and my significant other
I'd like to, but I'm not sure I have enough
Yes, estate creation is important to me
SUBMIT
Thanks for submitting your responses!
We'd love an opportunity to review your responses with you and to answer any of your questions.Â
SUBMIT
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