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Variable Question text Label
AN001^FLAN001

How much of his money do you suggest ^FLname should spend on buying an annuity?
ANNUITY SCENARIO 1
AN002^FLAN002

How much of his money do you suggest ^FLname should spend on buying an annuity?
ANNUITY SCENARIO 2
AN003AAn annuity is a financial product that pays a lump sum when you die.TRUE OR FALSE--ANNUITY PAYS LUMP SUM UPON DEATH
AN003BAn annuity is a financial product that is like insurance against outliving your money in your lifetime.TRUE OR FALSE--ANNUITY IS INSURANCE AGAINST OUTLIVING YOUR MONEY
AN003CIf you purchase an annuity, you can do so with just part and not all of your savings.TRUE OR FALSE--CAN PURCHASE ANNUITY WITH ONLY PART OF SAVINGS
AN003DYou can buy an annuity with your retirement savings.TRUE OR FALSE--CAN BUY ANNUITY WITH RETIREMENT SAVINGS
AN003_orderRANDOMIZED ORDER OF AN003 QUESTIONS
AN004AThe risk of running out of money in your lifetime.RISK OF RUNNING OUT OF MONEY
AN004BThe risk of not getting to spend most of your money in your lifetime.RISK OF NOT GETTING TO SPEND MOST OF YOUR MONEY
AN004CUncertainty about how long you will live.UNCERTAINTY ABOUT HOW LONG YOU WILL LIVE
AN004DWhether you have enough money saved up for retirement.WHETHER YOU HAVE ENOUGH MONEY IN RETIREMENT
AN004ELeaving money for your children or other dependents.LEAVING MONEY FOR CHILDREN
AN004_orderRANDOMIZED ORDER OF AN004 QUESTIONS
AN005Suppose you want to learn more about annuities and have an option from one of the below. Which would you prefer to do?PREFERRED WAY TO LEARN MORE ABOUT ANNUITIES
AN005_orderRANDOMIZED ORDER OF AN005 ANSWERS
AN006How likely are you to purchase an annuity in the future?HOW LIKELY TO PURCHASE AN ANNUITY IN THE FUTURE
AN007You just ^FLAN007[1] a ^FLAN007[2] about annuities.

Can you comment on what you found most helpful about the ^FLAN007[2]?
MOST HELPFUL ABOUT ANNUITY STORY/VIDEO
AN_readstoryWere you able to read the story?ABLE TO READ ANNUITY SECURITY STORY
AN_viewvideoWere you able to view the video?ABLE TO VIEW ANNUITY VIDEO
FLAN001FILL FOR AN001 QUESTION
FLAN002FILL FOR AN002 QUESTION
FLAN007
FLSS001FILL FOR SS001 QUESTION
FLSS002FILL FOR SS002 QUESTION
FLSS008
FLname
SS001^FLSS001

At what age do you suggest ^FLname should claim Social Security?
SOCIAL SECURITY SCENARIO 1
SS002^FLSS002

At what age do you suggest ^FLname should claim Social Security?
SOCIAL SECURITY SCENARIO 2
SS003AClaiming Social Security earlier results in a lower monthly payment for a longer period.CLAIMING SS EARLIER RESULTS IN LOWER PAYMENT FOR LONGER PERIOD
SS003BClaiming Social Security later results in a higher monthly payment for a shorter period.CLAIMING SS LATER RESULTS IN HIGHER PAYMENT FOR SHORTER PERIOD
SS003CYou have to claim Social Security as soon as you stop working completely.CAN CLAIM SS AS SOON AS STOP WORKING
SS003DYou can retire, live off of your retirement savings, and claim Social Security later.CAN RETIRE AND LIVE OFF RETIREMENT SAVINGS AND CLAIM SS LATER
SS003_orderRANDOMIZED ORDER OF SS003 QUESTIONS
SS004AThe risk of claiming Social Security too late and not getting to enjoy the full benefits in your lifetime.RISK OF CLAIMING SS TOO LATE
SS004BThe risk of claiming Social Security too early and getting a lower monthly payment during your lifetime.RISK OF CLAIMING SS TOO EARLY
SS004CUncertainty about how long you will live.UNCERTAINTY ABOUT HOW LONG YOU WILL LIVE
SS004DWhether you have enough money saved up for retirement.WHETHER YOU HAVE ENOUGH MONEY IN RETIREMENT
SS004ELeaving money for your children or other dependents.LEAVING MONEY FOR CHILDREN
SS004_orderRANDOMIZED ORDER OF SS004 QUESTIONS
SS005Suppose you want to learn more about Social Security and have an option from one of the below. Which would you prefer to do?PREFERRED WAY TO LEARN MORE ABOUT SOCIAL SECURITY
SS005_orderRANDOMIZED ORDER OF SS005 ANSWERS
SS006Do you expect to be eligible for Social Security in the future?EXPECT TO BE ELIGIBLE FOR SS IN THE FUTURE
SS007At what age would you choose to start claiming Social Security benefits?AGE WOULD CHOOSE TO START COLLECTING SS
SS008You just ^FLSS008[1] a ^FLSS008[2] about Social Security benefits.

Can you comment on what you found most helpful about the ^FLSS008[2]?
MOST HELPFUL ABOUT SOCIAL SEC STORY/VIDEO
SS_readstoryWere you able to read the story?ABLE TO READ SOCIAL SECURITY STORY
SS_viewvideoWere you able to view the video?ABLE TO VIEW SOCIAL SECURITY VIDEO
name_rndRandom name for scenarios:
1: Bill
2: John
RANDOM NUMBER FOR SCENARIO NAME
scenario_rndOrder of scenario questions:
1: Scenario 1 then scenario 2
2: Scenario 2 then scenario 1
RANDOM ORDER FOR SCENARIOS
section_orderSURVEY SECTION ORDER
surveyversionindicates the version of the survey
treatmentSurvey treatment group:
1: Annuities, control
2 :Annuities, written message
3: Annuities, video message
4: Social Sec, control
5: Social Sec, written message
6: Social Sec, video message
SURVEY TREATMENT GROUP