Money for Life Build. Protect. Retire with confidence.
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1 Money for Life Build. Protect. Retire with confidence. RETIREMENT LIFESTYLE QUIZ NAME DATE CURRENT AGE AGE YOU HOPE TO RETIRE Life s brighter under the sun
2 RETIREMENT LIFESTYLE QUIZ Retirement is a major life event, meaning different things to everyone. Talking to your advisor about lifestyle needs in retirement is part of Money for Life Sun Life Financial s customized approach to financial and retirement planning. * Complete this 12-question quiz to help you and your advisor start the conversation about your lifestyle vision in retirement. If you have a spouse or partner, please answer the quiz separately, and then compare your results. This will help you plan for the retirement lifestyle you both really want! 1. When it comes to your lifestyle in retirement, what s most important to you? Travelling Volunteering Working part-time Relaxing at home Enjoying an active lifestyle Spending time with family and friends 2. When it comes to entertainment, how do you foresee spending your time? (Select all that apply) Going out for dinner and movies Season tickets to theatre or sporting events Private club membership for golf, tennis, curling, etc. Backyard BBQs Spending time at the cottage or vacation home 3. Do you enjoy spending time outdoors? Yes, I enjoy being active outdoors Yes, when I m gardening Only when I m relaxing on my boat or at the beach I prefer the indoor comforts of air conditioning and heating 4. Where do you plan on living in retirement? Stay in my current home Move to another city (to be closer to friends/family) Downsize and move to a smaller home Move to a warm location during the winter months 2 RETIREMENT LIFESTYLE QUIZ * Only advisors who hold CFP (Certified Financial Planner), CH.F.C (Chartered Financial Consultant), F.Pl. (Financial Planner in Quebec), or equivalent designations are certified as financial planners.
3 5. Are you on the same page about your lifestyle vision in retirement as your life partner? Yes, we re on the same page No, we have different ideas about this Not sure we ll need to talk more I m single 6. What s your biggest financial worry in retirement? Outliving my money Inflation reducing my purchasing power Poor market returns impacting my income My spouse or I becoming ill in retirement No worries 7. What s your biggest emotional worry in retirement? Missing the social interaction I had at work and being lonely Spending significantly more time with my spouse/partner/family Losing part of the identity that came with my job Being bored and feeling like I have no purpose No worries 8. Do you think you ve saved enough to live the retirement lifestyle you want to live? Yes, I ll be able to retire comfortably I m confident I ll be able to pay for my basic expenses No, I need to be saving more I m not sure how much I need 9. Plenty of retirement clichés exist out there. Which of the following could you actually see yourself doing? (Select all that apply) Spending lots of time on the golf course Boating Heading south for the winter Mountain climbing None of the above 3 RETIREMENT LIFESTYLE QUIZ
4 10. Do you want to continue your education in retirement? No, my school days are behind me Yes, I m going for that degree I didn t have time to pursue earlier Maybe I ll learn something new (e.g. ballroom dancing or woodworking) Maybe I ll teach a class 11. Which of the following best describes your wishes about leaving an inheritance? I want to leave as much as possible and I m willing to sacrifice some of my wants and dreams in retirement I want to leave enough money to ensure my family is taken care of and is comfortable I want to leave enough money to cover my final expenses and anything else is a bonus I want to accomplish as many of my retirement dreams as possible and if there is any money left, it can go to my family 12. What kind of afternoon activity sounds most appealing to you? (Select all that apply) Hearing a noted speaker discuss current events Visiting a museum or cultural exhibit Strolling the boardwalk Bird watching on the back porch Entertaining family and/or friends If you have a spouse, compare your results after taking the quiz. Bring your completed quiz to your next advisor meeting to start the conversation. Plan for the retirement lifestyle you really want and can enjoy with Money for Life. 4 RETIREMENT LIFESTYLE QUIZ
5 talk to an advisor about money for life today. We re dedicated to helping you achieve a lifetime of financial security. For more information and resources visit or call SUN-LIFE ( ). NAME DATE CURRENT AGE AGE YOU HOPE TO RETIRE onfidence Life s brighter under the sun Sun Life Assurance Company of Canada is a member of the Sun Life Financial group of companies. Sun Life Assurance Company of Canada,
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