Annuity & IUL Division - Final Expense Brokerage America

Is Indexed Universal Life Your Path to Financial Success?

Discover how with our 8-question quiz and receive a complimentary ‘Smart Investor’s Brief Guide to Indexed Universal Life Insurance’.

1. Financial Priorities

"My top financial priority is to:"

Ensure family protection in unforeseen events.

Invest wisely for potential growth.

Plan for a comfortable and secure retirement.

Leave a substantial legacy.

2. Risk and Reward

"When it comes to investments, I am:"

Cautious and prefer guaranteed returns.

Open to moderate risk for higher potential gains.

Ready to embrace risk for maximum growth.

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3. Financial Planning

"My financial planning includes:"

Mostly immediate and short-term needs.

A balanced mix of short-term and long-term goals.

A strong focus on long-term growth and legacy.

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4. Insurance Awareness

"My current understanding of life insurance as a financial tool is:"

Limited – I see it mainly as a death benefit.

Moderate – I'm aware there are living benefits.

Advanced – I understand its potential in financial planning.

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5. Retirement Vision

"Looking ahead to retirement, I:"

Haven't started planning yet.

Have some savings but no clear plan.

Am actively planning and saving for retirement.

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6. Tax Considerations

"Tax advantages in financial products are:"

Not something I've considered much.

Nice to have but not a deal-breaker.

Extremely important to my investment decisions.

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7. Estate Planning

"In terms of estate planning, I:"

Haven't thought about it much.

Have done some basic planning.

Have a comprehensive estate plan in place.

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8. Interest in Financial Growth

"I am interested in life insurance products that offer opportunities for financial growth:"

Yes, definitely.

Maybe, I'd like to learn more.

No, not interested.

Please select your answer

Well Done – Quiz Complete!

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Get the clarity you need.

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