Benefits One Annual Review Questionnaire

Benefits One Annual Review Questionnaire

Hello again! We appreciate working with you! Please help us keep your information as current as possible by completing the questions below.
Name*

First NameMiddle NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
Phone Number*

Area CodePhone Number
Risk Tolerance Questionnaire

Let's keep the right investments in your portfolio!
1. I plan to begin taking money from my investments in...*

A. 1 year or lessB. 1-2 yearsC. 3-5 yearsD. 6-10 yearsE. 11-15 yearsF. More than 15 years
1. Points
2. As I withdraw money from these investments, I plan to spend it over a period of...*

A. 2 years or lessB. 3-5 yearsC. 6-10 yearsD. 11-15 yearsE. More than 15 years
2. Points
3. When making a long-term investment, I plan to keep money invested for...*

A. 1-2 yearsB. 3-4 yearsC. 5-6 yearsD. 7-8 yearsE. More than 8 years
3. Points
4. From September 2008 through November 2008, stocks lost more that 31% of their value. If I owned a stock investment that lost about 31% of its value, I would...*

A. Sell all of the remaining investmentB. Sell some of the remaining investmentC. Hold on to the investment and sell nothingD. Buy more of the investment
4. Points
5. Generally, I prefer an investment with little or no ups or downs in value, and I am willing to accept the lower returns these investments make.*

A. I strongly disagreeB. I disagreeC. I somewhat agreeD. I agreeE. I strongly agree
5. Points
6. When the market goes down, I tend to sell some of my riskier investments and put the money in safer investments.*

A. I strongly disagreeB. I disagreeC. I somewhat agreeD. I agreeE. I strongly agree
6. Points
7. Based on a brief conversation with a friend, coworker or relative, I would invest in a mutual fund.*

A. I strongly disagreeB. I disagreeC. I somewhat agreeD. I agreeE. I strongly agree
7. Points
8. From September 2008 through October 2008, bonds lost nearly 4% of their value. If I owned a bond investment that lost almost 4% of its value in two months, I would...*

A. Sell all of the remaining investmentB. Sell some of the remaining investmentC. Hold on to the investment and sell nothingD. Buy more of the investment
8. Points
9. If we assume a hypothetical investment of $10,000, which scenario would you invest in based on highest one-year gain or one-year loss?*

A. $593 gain or loss of -$164B. $1,921 gain or loss of -$1,020C. $4,229 gain or loss of -$3,639
9. Points
10. My current and future income sources (such as salary, Social Security, pension) are...*

A. Very unstableB. UnstableC. Somewhat stableD. StableE. Very stable
10. Points
11. When it comes to investing in stock or bond mutual funds (or individual stocks or bonds), I would consider myself as...*

A. Very inexperiencedB. Somewhat inexperiencedC. Somewhat experiencedD. ExperiencedE. Very experienced
11. Points
Your Total Score
Additional Info
Retirement and Financial Planning Questionnaire

Tell us more about your future goals and objectives!
Would you like us to update your current financial plan and/or retirement plan analysis?*

Absolutely!Maybe LaterAll good thanks!Other
At what age would you like to be in a position to not have to work?*

55606265Other
How much monthly income would you like to receive in today's dollars?*

$2,500$5,000$7,500$10,000Other
What is your current approximate household income?*

$50,000$75,000$100,000$150,000$200,000Other
Is your life insurance coverage current and sufficient?*

Yes! I have recently reviewedNot sure, but a review sounds like a good ideaAll good thanks!
Are there any other accounts you would like to review or learn more about?*

401(k) From Previous JobCurrent or Old Life Insurance PolicyDisability Insurance529 Education PlanningLong Term Care PlanningHealth Insurance or Other Group BenefitsAll good thanks!Other
Upload Current Statements Here

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How would you like us to review this year?*

In Person PreferredVirtual MeetingPhone CallOther
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Benefits One Annual Review Questionnaire

Risk Tolerance Questionnaire

Retirement and Financial Planning Questionnaire

One Last Thing Before You Go..