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  1. Surveys
  2. 2017
  3. June
  4. B
  5. Best Interest Questionnaire
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Hello:
You are invited to participate in our survey Best Interest Questionnaire. In this survey, approximately 1,000  people will be asked to complete a survey that asks questions about their risk tolerance. It will take approximately 5 minutes to complete the questionnaire.

Your participation in this study is completely voluntary. There are no foreseeable risks associated with this project. However, if you feel uncomfortable answering any questions, you can withdraw from the survey at any point. It is very important for us to learn your risk tolerance profile.

Your survey responses will be strictly confidential and data from this research will be reported only in the aggregate. Your information will be coded and will remain confidential. If you have questions at any time about the survey or the procedures, you may contact Richard Go at 619-500-IUL1 or by email at the email address specified below.

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.
 
 
 
* What best describes your risk tolerance for any asset?
 

I am NOT comfortable with potential LOSS of my PRINCIPAL due to market downturns, however, I would be comfortable with

the ability to achieve some growth.

 

I am comfortable with potential LOSS of my PRINCIPAL in an exchange for the opportunity to achieve higher growth and the

potential for greater returns.
 
 
 
* Please select the one that best describes your tolerance for risk and potential returns:

 

 

 

I wish to preserve and protect my principal from market downturns.

 

I am seeking a stable, consistent rate of return over a specified duration.

 

I am seeking a higher rate of return, regardless of the risk of losing my principal.
 
 
 
* Which of the following personal objectives are most important to you?
 
 

Accumulation of Asset

 

Income – Access to lifetime income or guaranteed payment of income.

 

Death Benefit – Leave money to beneficiaries.
 
 
 

If you selected “Accumulation of Asset”, please mark one of the following responses indicated below:

 

I am seeking returns based on a fixed interest rate and returns are not linked to an index.

 

I am seeking returns linked to the performance of one or more indexes.
 
 
 

If you selected “Income”, please indicate the anticipated horizon for accessing income:

 
Immediately
 
1 year from now
 
Other
 
 
 
 
*
How do you want to pay for taxes?
 
Taxed as earned. Annually.
 
Tax deferred. Pay at harvest.
 
Tax exempt. Pay at the seed.
 
Other
 
 
 
 
* When would you start collecting your Social Security benefits?
 
Age 62
 
Full Retirement Age (FRA) ages 65, 66, 67
 
Delayed Retirement Age (DRA) up to age 70
 
Other
 
 
 
 
* Which of the following best describes your annual income?
 
Under $15,000
 
$15,000 - $29,999
 
$30,000 - $44,999
 
$45,000 - $59,000
 
$60,000 - $74,999
 
$75,000 - $89,999
 
$90,000 or more
 
Prefer not to answer
 
 
 
* What is your age group?
 
Younger than 18
 
18 - 24
 
25 - 34
 
35 - 44
 
45 - 58
 
59 - 61
 
62 - 66
 
67 - 69
 
70 - 79
 
80 or older
 
Prefer not to answer
 
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