Learning Stage One - Awareness of Need: Start with Knowledge Assessment

Things are changing! If you have been advising folks on retirement readiness for years, or if you are just beginning to specialize, it is always a good idea to assess your knowledge of current trends and fresh information. The search for retirement proparedness today requires the application of new retirement concepts and longevity specific risk strategies. How much do you know about the stages of retirement and the appropriate actions to be taken at each phase in order to secure an individual's retirement future?

The first stage of the road toward proficiency in any subject requires assessing what you know, and determining what you need to learn. We have two FREE tools designed to help you know where you are in the 4 Stages of Retirement Literacy. InFRE’s Retirement Knowledge Questionnaire^TM is specifically for advisors to benchmark their professional decision-making process. InFRE's RetirAwareness Quiz^TM assesses individual consumer/employee knowledge of the retirement income management process. Both are no-risk and no-cost ways to find out what you know and what you need to learn individually, and both are available in paks of 50, 250, 1000 or 2500 with summarized report findings for large groups.

Once you've taken the InFRE^® Retirement Knowledge Questionnaire^TM you will know which of the Four Stages of Retirement Literacy best describe you by reviewing the scoring system below. Click on the appropriate level to review our step-by-step practical, high-value, business building education solutions that enable you to fortify your expertise in the most practical and time efficient way.

Stage Two		Stage Three		Stage Four
InFRE RetirAwareness QuizTM - Retirement security begins with an understanding of basic retirement concepts. Advisors and Employers, this is an excellent tool you can link to your website and pass along to your clients and employees to help them understand the retirement income managment process. Consumers, know where you stand by taking this FREE quiz that assesses your ability to make informed retirement planning decisions.