Which of the following areas of investment cause the most stress or anxiety for your household? Select all that apply.

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Which of the following types of insurance policies do you have? Select all that apply.

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How would you rate your level of knowledge regarding investments?

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How would you rate your level of knowledge regarding managing your risk and securing your financial future with insurance?

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Which of the following areas of retirement planning cause the most stress or anxiety for your household? Select all that apply.

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Please select the three largest sources of income you expect to have in your retirement.

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How confident are you that you’re saving enough for retirement?

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On average, what percentage of your household’s income do you save every year for retirement?

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How confident are you that you’re making wise financial decisions when planning for retirement?

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How would you rate your level of knowledge regarding retirement planning?

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