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Whatever your age or wherever you are in life’s journey, we all have a bucket list of things we want to pursue and accomplish in the next chapter of life. If you’re Elton John, that includes things like working with his Foundation and social causes, or simple things like spending more time with his family and taking his kids fishing.

Maybe your bucket list includes an epic trip around the world or simpler things like learning the guitar or making it to an Elton John concert.

Whatever your passion, it all starts with having a retirement plan that includes protected income to cover your basic expenses, an essential foundation to avoid outliving your money and living the life you want. Because when your basics are covered, you’ll have the freedom follow your own Yellow Brick Road.

While planning for your financial future can be complex and confusing, we’ve got you covered. We’ve put together some simple tools and resources to help get you started, including worksheets, guides, and checklists to help you and your financial professional plan for the life you want.

Check Off the Basics Guide

Want to know more about how to Check off the Basics so you have the freedom to check off your bucket list? Download this free guide that offers insights, next steps and a worksheet to help you understand how to cover your essential expenses in retirement.

Download the Guide

Will Your Retirement Income Last?

Millions of Americans will retire without knowing whether they will have enough money to cover their expenses. But you can. The Retirement Income Security Evaluation (RISE) Score® can tell you whether you’re on track with your retirement income and how well it will cover basic living expenses. It’s like a credit score for your retirement plan.

What’s Your Financial Wellness Score?

Financial wellness means more than having a budget and staying out of debt. It requires being prepared for the health and longevity-related financial challenges that all of us inevitably face. This short, 7 question assessment helps to identify risks to your financial wellness, and provides tools and resources to help you live the life you want in retirement.

Take the Quiz

What Type of Financial Planner Are You?

Take the quiz, print out the results and, armed with this knowledge, talk to your financial professional about how to cover your essential expenses so that you can live your best life in retirement.

Take the Quiz

Is an Annuity Right for You?

Retiring comfortably is a goal shared by everyone. Annuities can both protect and grow your money and guarantee that you’ll have a stream of income you can count on for the rest of your life. Find out how by downloading our checklist of questions to discuss with your financial professional.

Get the checklist


As the sole presenting partner of his 2022 Farewell Yellow Brick Road tour in North America, the Alliance is hitting the road across the U.S. with the Grammy-winning legend to show millions of fans like you how protected income can give you the freedom to live the life you want.

Stay informed with the latest updates on protected income planning.