Add Your Financial Context

Optional. These answers never change your Preference Match. They generate a separate set of Planning Considerations — circumstances that may affect how your preferences get implemented.

What is your primary financial goal?

What is your time horizon?

Do you currently have emergency savings?

Do you currently need life insurance?

If life insurance is needed, is the need temporary, permanent, or uncertain?

Do you have access to an employer retirement plan?

Does your employer provide a match?

Are you already maximizing any tax-advantaged accounts?

How comfortable are you seeing account values decline during market downturns?

Do you expect to need access to this money before retirement?

Is predictable retirement income important to you?

Planning Considerations

Preference Match = what you value. Planning Considerations = circumstances that may affect implementation.

Your Preference Match remains unchanged: 93% Indexed Universal Life Insurance.

Answer a few questions to see considerations appear here.

Compare Trade-Offs

This tool is designed for financial education. Preference matches demonstrate how stated priorities compare with general financial-product characteristics. They are not individualized investment, tax, legal, or insurance recommendations.