FAQs - Page 2 of 3 - SmartHER Money

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

How would you rate your level of knowledge regarding investments?

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

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

When do you expect to retire?

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

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

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

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

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