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With Bankers Life, You Can Achieve Your Retirement Goals
Answer a few quick questions to help define your retirement needs.

You may then connect with a knowledgeable insurance agent who can help provide recommendations for a successful retirement.
How would you define your stage of life?
Becoming established - financial obligations are growing and long-term financial goals are becoming better defined
Solidifying your financial future - peak earning years
Protecting your legacy - to continue your desired lifestyle into retirement
How confident are you in your retirement plan?
Very confident
Somewhat confident
Not confident
Don't have a retirement plan
What are you most concerned about today as you plan for retirement?
Paying for health care expenses.
Having a sufficient amount of income during retirement.
Making sure my family is taken care of financially.
What saving vehicles do you have in place now to meet your retirement goals? Select all that apply.
CDs
401k
IRA (Individual Retirement Account)
Stocks/Mutual funds
Savings Account
Other:
When thinking about paying for health care expenses, rank the below from 1-4, with 1 being the most concerning.
1
2
3
4
Losing my group/employer insurance coverage and not having an alternative
Not being able to afford coverage (premiums, co-pays, deductibles, etc.)
Making sure my family is taken care of in case of an emergency
Needing care from a caregiver
When thinking about having enough retirement income, rank the below from 1-5, with 1 being the most concerning.
1
2
3
4
5
Outliving my retirement assets
Having a predictable/accessible income stream during retirement
Losing money due to market volatility/risks associated with investing
Leaving a legacy to family, friends or community groups
The financial impact my passing would have on my loved ones (income, debts, etc.)
When ensuring your family is covered financially, rank the below from 1-4, with 1 being the most concerning.
1
2
3
4
Leaving a legacy to family, friends or community groups
The financial impact my passing would have on my loved ones (income, debts, etc.)
Not having enough life insurance coverage for my spouse/partner
Protecting and transferring my assets
Do you have any of the following types of health coverage? Select all that apply.
Original Medicare (Part A and/or Part B)
Medicare Supplement (Medigap)
Medicare Advantage (Part C)
Prescription Drug Coverage (Part D)
Private health insurance/group coverage through employer
Medicaid
No coverage
Other
What's most important to you when thinking of a life insurance policy to protect your family? Select all that apply.
Affordability
Length of coverage - lifelong protection instead of a set number of years
Living benefits - cash value for borrowing as a loan to cover chosen expenses (adding to your income, pay off debts, etc.)
Covering children under the age of 18
Covering final expenses
Supplementing a pre-existing life insurance policy
What's most important to you when it comes to covering potential assisted care needs? Select all that apply.
The option to receive care while at home
Protecting assets by covering unexpected health expenses
Independence and financial security
Not being a burden to my family
Do you currently own any of the below savings vehicles? Select all that apply.
CDs
401k
IRA (Individual Retirement Account)
Pension Plan
Annuity
Other
Would you prefer a savings vehicle that generates income now or future income?
Income now
Future income
No preference

With Bankers Life, You Can Achieve Your Retirement Goals

How would you define your stage of life?

How confident are you in your retirement plan?

What are you most concerned about today as you plan for retirement?

What saving vehicles do you have in place now to meet your retirement goals? Select all that apply.

When thinking about paying for health care expenses, rank the below from 1-4, with 1 being the most concerning.

When thinking about having enough retirement income, rank the below from 1-5, with 1 being the most concerning.

When ensuring your family is covered financially, rank the below from 1-4, with 1 being the most concerning.

Do you have any of the following types of health coverage? Select all that apply.

What's most important to you when thinking of a life insurance policy to protect your family? Select all that apply.

What's most important to you when it comes to covering potential assisted care needs? Select all that apply.

Do you currently own any of the below savings vehicles? Select all that apply.

Would you prefer a savings vehicle that generates income now or future income?