Retirement Freedom Questionnaire
What is the Retirement Freedom Questionnaire ?
It is a guided retirement planning presentation tool designed to help advisors and agents facilitate deeper conversations with clients about retirement income, financial goals, risk tolerance, asset protection, and overall retirement readiness, all while you are building rapport.
What is the purpose of this tool?
The Retirement Freedom Questionnaire is a pre-built educational presentation and guided fact-finding tool designed to help advisors/agents determine whether an annuity may be an appropriate fit for a client’s retirement goals, comfort level, and financial concerns.
It allows you to educate clients while walking through a structured series of retirement and suitability-based questions in a simple, presentation-style format.
The Retirement Freedom Questionnaire consists of approximately 36 slides designed to help facilitate deeper retirement planning conversations with your clients. Upon completion, the questionnaire provides a summary of the client’s results, which can be used to better understand their financial priorities, retirement concerns, and overall comfort level with risk and protection strategies.
- On your main dashboard, if you would like to take a more detailed approach and conduct a full retirement presentation with your clients, you can use the Retirement Freedom Questionnaire, which is available only under the Genius Plan. If you would like to upgrade, you can go to Billing and select the plan.
- If you are using a smaller device or tablet, click the hamburger menu (☰) or blue square in the top-right corner, then navigate to the Qualify tab and select the Retirement Freedom Questionnaire.
Please note: this questionnaire is not intended to be sent directly to prospects so you won't see a share link like the suitability questionnaire. It is designed to be completed virtually with your client or used as part of a live, table-side presentation during your meeting.
Below is a tutorial video from Modules 2–3 that explains how to determine whether an annuity may be appropriate for a client. It walks through different market conditions including up and down market years and explains how the concepts work over time.
Please Click Here to watch Module 2 regarding the retirement questionnaire.
For Module 3 - Income Planning in continuation of the Retirement Freedom questionnaire, please click on the Next Module 3 option to continue watching and to learn how to use it.
Note: these 6 modules are from our older sales course, the $30 million annuity producer. However, the overall concepts and educational framework remain unchanged. You are welcome to watch the entire course, starting with Module 1, which covers the same underlying concepts behind why Annuities Genius created content across all 6 modules.
- You may also use GrantAI to further analyze the client’s responses, including stress tolerance, market comfort, and suitability-related considerations discussed throughout the presentation.
- Please note that some questions are intentionally similar or repetitive to help identify consistency in client preferences and decision-making patterns.For advisors and newer agents, we recommend looking for a faster, more streamlined experience. We also offer a condensed version called the Annuity Navigator.
If you have any questions regarding this tool or need additional guidance, please feel free to contact Customer Support by emailing 📧 help@annuitiesgenius.com, calling 📞 949-600-7707, or using the 💬 live chat bubble feature available within your portal.