What is your age group? *

Under 40

40-55

Over 55

Current employment status *

Recently changed jobs

Self‑employed

Employed 3 + yrs

Unemployed/retired

Annual household income *

$200,000 +

$100,000 - $199 ,000

$75,000 - $99,000

under $75,000

Liquid savings / investable assets *

$250,000 +

$100,000 - $249,000

$50,000 - $99,000

less than $50,000

Do you have dependents (e.g., spouse, children) who rely on your income? *

Yes, I need to protect them financially

No, my focus is on my own future security

Somewhat, but retirement is my bigger concern

What’s your top financial priority right now? *

Safeguard my family against unexpected events like illness or death

Ensure a comfortable retirement with guaranteed income

Both, but protection comes first

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