Retirement Readiness Quiz

Retirement Income Readiness Quiz designed for conversational AI or chat-based lead funnels on the Annuityverse website. It includes quiz content, scoring logic, and a visual wireframe for the ad-to-chat funnel flow.

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A. Guaranteed Income Floor
How much of your retirement income is covered by guaranteed sources (Pensions, Social Security), regardless of market performance?

A. Most of it (80% or more)

B. About half

C. Less than half

D. Very little or none

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B. Income Longevity Confidence
How confident are you that your income and investment savings will last as long as you do?

A. Very Confident

B. Somewhat Confident

C. Not Sure

D. Not Confident at all

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C. Market Exposure Check
If the market dropped 20%, how much would that affect your ability to take income or stay on track?

A. Hardly at all — I’m protected

B. Somewhat — I’d have to adjust

C. Quite a bit

D. A lot — I rely heavily on investments

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D. Inflation & Cost-of-Living Protection
Are you prepared for rising prices and inflation over time?

A. Fully — I’ve built in inflation protection

B. Partially — some growth assets

C. Minimal — mostly fixed income

D. Not really — haven’t planned for it

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E. Tax & Healthcare Planning
Have you built tax and long-term care strategies into your retirement plan?

A. Yes — both are covered

B. Partially — one but not both

C. Aware, but not yet planned

D. No planning yet

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F. Overall Retirement Confidence
Overall, how confident do you feel about your retirement income plan?

A. Very confident

B. Somewhat confident

C. Concerned or uncertain

D. Not confident at all

Your score is

Retirement Readiness Quiz

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Retirement Readiness Quiz

NEED HELP WITH RETIREMENT INCOME PLANNING?

Call : 915.920.4279

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