Are you a Financial Prepper?

Like a survivalist packs for emergencies, a true Financial Prepper can prepare for anything.

Discover how prepared you really are, and what might be missing from your Financial Bug-Out Bag.

Take assessment
It only takes 2-3 minutes to answer.
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Question 1

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My documents are fully secure, accessible, and reviewed regularly.
Most of my documents are stored securely and are easy to find.
Some of my documents are stored, but not organized.
I don’t have all my documents in order.
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Question 2

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I’ve reviewed and confirmed my beneficiaries in the last 12 months.
I have beneficiaries named on all my policies, but I have not reviewed them in the last 12 months. 
I have beneficiaries named on some of my policies.
I don’t have beneficiaries named on any of my policies.
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Question 3

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I’ve worked with a financial professional to map out and prepare for major financial milestones.
I have a rough timeline in place and am currently working on preparations.
I’m somewhat familiar with major financial milestones, but don’t yet have a timeline in place.
I don’t have a timeline or plan in place for major financial milestones.
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Question 4

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I’m confident, have a plan, and review it regularly with my financial professional.
I’m somewhat confident but still need help fine-tuning my plan.
I’ve thought about it, but I haven’t created a plan yet.
I’m not sure how this works.
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Question 5

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I have an emergency fund with enough to cover 3-6 months of expenses.
I have some savings, but not enough for 3-6 months.
I know how much I need and am working on a plan to reach that goal.
I don’t have an emergency fund or know how much I need.
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Question 6

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I’ve outlined a financial plan with a financial professional, and my loved ones know how to reach him/her in case something happens to me.
I’ve created a financial plan on my own that is up to date and accessible.
I’ve started outlining a financial plan, but it's not yet complete.
I don’t have a financial plan in place.
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Question 7

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I regularly update and communicate my legacy plan with my family.
I’ve held at least one check-in and shared key information.
I’ve thought about talking with family, but haven’t done it yet.
I haven’t had a discussion with my family about my legacy plan or wishes.
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Question 8

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Yes, I have reviewed my estate plan with a financial professional within the last 3 years.
I have an estate plan, but I haven’t reviewed it with a financial professional in the last 3 years.
No, I don’t have an estate plan.
I’m not sure what an estate plan is.
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Question 9

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Yes, I’ve evaluated my retirement plan under various market scenarios and feel confident in my plan.
I’ve evaluated my retirement plan under some market scenarios, but I’m not fully confident in the results.
I haven’t evaluated my retirement plan under different market scenarios and am unsure how it would hold up.
I don’t have a retirement plan or haven’t considered this aspect yet.
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Question 10

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I fully understand FIAs and how they support my plan.
I’ve learned about FIAs and discussed them with a professional.
I’ve heard of FIAs, but don’t fully understand how they work.

I don’t know what FIAs are or how they fit into retirement planning.

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Fixed index annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backed by the issuing company. They provide the potential for interest to be credited based in part on the performance of specific indices, without the risk of loss of premium due to market downturns or fluctuation. Although fixed index annuities guarantee no loss of premium due to market downturns, deductions from the accumulation value for optional benefit riders or strategy fees or charges associated with allocations to enhanced crediting methods could exceed interest credited to the accumulation value, which would result in loss of premium. They may not be appropriate for all clients. Interest credits to a fixed index annuity will not mirror the actual performance of the relevant index.


39529Y
PRT 8-25