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    Institute of Financial Wellness
    The Annuity FinderPowered By The Institute of Financial Wellness
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    Tools & Resources

    The Annuity Finder Quiz

    Not sure where to start? The Annuity Finder Quiz is a quick, no-pressure way to identify which type of annuity may best fit your retirement goals.

    Person filling out a retirement planning quiz on a laptop
    A simple starting point for understanding which annuity types fit your situation.

    What the Quiz Does

    Walks you through a short series of questions about your goals, time horizon, risk tolerance, and income needs — and points you toward the annuity types most likely to align.

    Why Start Here

    There are many annuity types, each designed for different problems. The quiz removes guesswork and narrows the field before you go deeper.

    What You'll Learn

    Whether your situation may fit a fixed annuity, an indexed annuity, an income annuity, or another category — and which questions to explore next.

    How Long It Takes

    Most people complete it in under 5 minutes. Your results are personalized to your goals.

    Next Steps

    Use your quiz results as a conversation starter with a qualified retirement advisor or to focus your own research on the right product type.

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