1

Would you prefer your strategy uses fixed or guaranteed investments only?

Yes No

2

Do you want to have the income from your investments aligned with the movement of the stock and bond markets? (investments go up, income/account value goes up, investments go down, income/account value goes down)

Yes No

3

Do you have longevity in either your family or your spouse/partners family?

Yes No

4

Do want a strategy that you can reset/reevaluate in several years?

Yes No

5

Would you prefer a shorter period of time or a longer period of time to reset/reevaluate your strategy?

Shorter Longer