The Family Protection Assessment

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Love is a strategy. Take 2 minutes to see where your family's financial walls are strong and where they are exposed.

Section 1: Debt & Cashflow (The Shield)

Do you have a "Starter" Emergency Fund of $1,000–$2,000?

Yes, it's ready.

I’m working on it.

Not yet.

Clear selection

Section 2: Wealth & Income (The Storehouse)

Do you have a "Tax-Never" strategy (like IUL or Family Banking) for retirement?

Yes

I've heard of it, but don't have it.

No idea what this is.

Clear selection

Q5: Is your family’s future fully protected if you aren't here to provide?

100% Covered

Partially Covered

I'm not sure.

Clear selection

Section 3: Estate & Legacy (The Walls)

Q6: Do you have a legal Will or Living Trust in place?

Yes, it's current.

I have one, but it's outdated.

No.

Clear selection

Q7: Have you clearly documented your children’s legal guardians?

Yes

Clear selection

Section 4: The Next Step

Q8: What is your #1 financial stressor right now?

Debt

Taxes

Lack of a clear plan

Protecting my family's future

Clear selection

Q9: Would you like a 15-minute "Gap Analysis" call to review your results?

Yes, let's talk.

Not yet, just send me more info.

Clear selection

Option 1

Contact Info:

Name

Phone (Optional)

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