We tried to cover all the bases...

There are so many topics that people are curious about that it can be challenging to anticipate them all. We're thrilled by that challenge and welcome your curiosity! Below you can ask the toughest questions and we commit to finding you honest, unbiased answers.

What's the biggest question you have about retirement? *

*Any information you submit to My Benefit Assistants will remain private and confidential for the sole purpose of determining if these financial tools are a good fit for you.

In order to put a frame of reference to your question, click NEXT and complete our quick 5 question survey to provide us some context.

Our expert team will with work to get you the value and clarity you are searching for.

Go ahead, click NEXT...

When do you plan to retire? *

I'm already retired

Before 60

60 to 65

After 65

*Any information you submit to My Benefit Assistants will remain private and confidential for the sole purpose of determining if these financial tools are a good fit for you.

What is your current age range? *

Under 30

30 to 45

45 to 60

Over 60

*Any information you submit to My Benefit Assistants will remain private and confidential for the sole purpose of determining if these financial tools are a good fit for you.

What is your primary goal for retirement planning? *

I want income now

I'll need income later

I want to safely grow my money

I need legacy planning for my heirs

*Any information you submit to My Benefit Assistants will remain private and confidential for the sole purpose of determining if these financial tools are a good fit for you.

What concerns you the most about retirement? *

Running out of cash

Healthcare costs

Inflation / Market

Leaving debts behind

*Any information you submit to My Benefit Assistants will remain private and confidential for the sole purpose of determining if these financial tools are a good fit for you.

What's your relationship with your finances? *

Self managed DIY

Financial Advisor

Bank or Institution

Employer provided

*Any information you submit to My Benefit Assistants will remain private and confidential for the sole purpose of determining if these financial tools are a good fit for you.

First Name *

Last Name *

Phone *

Email *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

*At My Benefit Assistants we focus on educating our Members about the most suitable financial tools available. By providing excellent service, we hope to earn your business. However we will only follow up with you at your request.

The information on this Web site or in emails is designed for educational purposes only. This is not, however, intended to be a substitute for tax, legal or accounting advice. By contacting us you may speak with an insurance licensed agent in your state. You may be offered insurance products for sale with no obligation to purchase.

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What options are even worth it?

There are so many topics that people are curious about that it can be challenging to anticipate them all. We're thrilled by that challenge and welcome your inquisitive nature! Below you can submit even the toughest questions and we commit to finding you honest, unbiased answers.

After you type in your question, if you don't mind answering just 5 quick questions to provide us some context, that would be great! Our expert team will tailor a list of strategies that aligns with your unique needs and goals. If you decide to hire us as your support team, we'll be thrilled to provide you excellent service. If not, we hope to at least you with value and the clarity you are searching for.