Retirement Priorities Challenge

Here’s a short exercise that will help you to identify what you’re most concerned about in retirement.

Using the 10 coins above, place each of the coins in one of the six categories according to what is most important to you. Your coins should be distributed to best fit your concerns and your interests.

You don’t have to place a coin in each category, in fact you can place all coins in one category – it’s your decision – but you do have to use all 10 coins.

When you’re satisfied with your result, contact your advisor to see how your specific goals and concerns can be managed with the optimal mix of products, using a Product Allocation approach.