Six-Risk Retirement Diagnostic

Run Your Personal Retirement Risk Diagnostic

Answer 6 questions based on your real financial situation and receive a personalized severity score across all six retirement risk forces — showing exactly where your plan is protected and where it is exposed. A PDF summary will be available for download.

First name

Last name

Email address

Phone number

Please complete all fields to continue.

Your financial context

Current age

yrs

Planned retirement age

yrs

Current retirement savings

401(k), IRA, investments combined

Pre-tax savings percentage

% in 401(k) / traditional IRA

Desired retirement income

Annual income goal

Est. Social Security (annual)

Your six retirement risk exposure

/ 60

Your retirement risk profile

Retirement Exposure Index

ProtectedModerateHigh Exposure

Your exposure is mapped. Now let's protect it.

A complimentary 45-minute 360° LIFE DESIGN™ Strategy Session maps a specific solution to each risk your diagnostic revealed — structured around the Blueprint the Income. Architect the Life. framework.

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The Top Minds™

This diagnostic was prepared by a licensed insurance professional for educational purposes only. It does not constitute actuarial analysis, a guarantee of future results, or a recommendation to purchase any specific product or strategy. Risk scores are based on self-reported inputs and are intended solely to facilitate an educational planning conversation. Insurance and income strategies are subject to underwriting and carrier review. Carriers rated A or higher by AM Best. | (888) 896-8858 · [email protected] · Serving clients virtually nationwide.