Take Our Quiz and Discover Areas You May Need to Improve.

If you’re like most people, you may not think about certain critical “Financial Wellness” issues until you face a problem.

Financial wellness is an important factor in helping you live your life to the fullest. But financial wellness is more than just having savings and investment plans. It’s also about your broader financial security, decision-making capacity, and wealth preservation, some of the hardest situations you’ll face later in life.

While there’s no definitive way to predict what financial and personal challenges are in store for you, there are some important things that you can do to help prepare. That’s why the Alliance has created a short, seven-question quiz that gives you an instant Financial Wellness Check-Up Score. It takes just two minutes to complete and generates personalized suggestions on how to improve your score.


To help you get a better grasp on what your financial health looks like, the quiz asks questions on topics related to financial literacy, decision-making style, estate planning, emotional stress, and managing your money. Getting your financial house in order is an important step in securing your financial future. Your Financial Wellness Scorecard can help identify risks to your financial and life plans as you move into your retirement years.


Don’t despair if your financial wellness score isn’t as good as you’d like it to be. There are many factors that impact your score. The results of the check-up will help you identify areas you need to focus on, perhaps with the help of a financial professional.

After you take the quiz, you’ll receive an overall Financial Wellness Check-Up Score and a short wellness risk evaluation. These are just snapshots, and it’s important to remember that they aren’t all-or-nothing. Think of them as a gauge of current threats to your financial wellness, a baseline for your efforts moving forward.

Your Check-Up Score is a great tool for getting started on the path to better financial wellness. Once you’ve spotted weak areas—and make key changes to address them—you’ll be on your way to feeling more optimistic about your financial future!

TAKE THE QUIZ TO FIND OUT We hope that you will use your FINANCIAL WELLNESS SCORE to monitor your risk exposure and take action to improve your overall financial wellness.

  • By taking the quiz, you’ll:
  • Identify and address risks that might affect your financial and life plans.
  • Spend your time more wisely by avoiding unnecessary problems.

Stay on track towards the goals you’ve set for yourself.

Financial Wellness risk levels vary within the spectrum of High, Medium and Low.

After taking the quiz, print out the results and talk to your financial professional about how to best take action to boost your financial wellness.

Copyright © 2022 Alliance For Lifetime Income. All rights reserved. Please see next page for important restrictions on use.

License #: 5784065 / Reprint Licensee: Lisa Bussenger

Annuities are long-term investments designed for retirement purposes. The value of variable annuities is subject to market risk and will fluctuate. Product guarantees are subject to the claims-paying ability of the issuing insurance company. Earnings, when withdrawn, are subject to federal and/or state income tax, including a 10% tax penalty for withdrawals before age 59½. Some income guarantees offered with annuities take the form of optional riders and carry charges in addition to the fees and charges associated with annuity products. There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses. Investments in annuity contracts may not be suitable for all investors.

Bussenger Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Bussenger Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Please remember that securities cannot be purchased, sold or traded via e-mail or voice message system. Likewise, insurance coverage cannot be bound, altered, or cancelled via e-mail or a voice message system The information provided is for illustrative purposes only and estimates included are based on information supplied by the client. The recommendation may change based on a discussion with the client. This does not make any guarantees on the outcome of any recommendations made based upon the above information. The projections or other information generated by this report regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation