Tools & Guides

Planning for your financial future can be complex and confusing. That’s why we’ve put together some tools and resources to help. This includes worksheets that help explain retirement financial concepts, checklists to help you and your financial professional discuss these issues and the RISE Score®, an interactive tool that can help you determine if your retirement savings are on track to help fund the kind of retirement lifestyle you want.

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 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 secure your essential expenses so that you can live your best life in retirement.

Take the Quiz

Check Off the Basics Guide

Want to know more about how to Check off the Basics? 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

Is an Annuity Right for You?

Retiring comfortably is a goal shared by most. Annuities can provide protected lifetime income every month with growth potential. Download our checklist of questions to discuss with your financial professional to determine if an annuity could help your retirement plan.

Get the checklist

Guides and Downloads

  • A Guide to Annuity Language

    We realize that annuities, like most other financial products, can be difficult to understand, which is why we’ve created a language glossary to help demystify some of the language used when describing annuities. We believe reducing this complexity will help you make better decisions about annuities, which can lead to better outcomes in your retirement planning.

  • Why Add an Annuity?

    Your retirement portfolio may include stocks, bonds and mutual funds that all play a part in helping you achieve a successful retirement. However, you may want to consider adding an annuity, which can complement your portfolio by providing attributes for retirement that those categories do not offer.

  • Choosing a Financial Professional

    If you’re looking for a financial professional to help with your planning, this list can guide you. It offers key questions to ask about background, communication and fees that can help you determine if a particular financial professional is someone you can work with. You can even print the list and take it with you to your meeting.

  • How an Annuity Works

    Annuities are flexible products and, depending on the type, can meet your needs for protected lifetime income, growth and downside protection. This chart explains how an annuity works so that you can understand how it might fit into your portfolio.

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